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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Public Safety Financial/Galloway (swap one in):+ Arete Financial Solutions, LLC $18.9M · Goodyear, AZ+ Migh Financial Planner, LLC $18.8M+ Crimson Investment Managers, LLC $17M · Westminster, CA+ Financial Consulting Services $17M
Mesa, AZ
Lafayette, LA
Assets under management$17.9M$18.8M$17M
Asset growth, last 2 years−98%––
Advisory staff2311
Individual clients74–192
Assets per client$242K–$88K
Clients per advisor3–192
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack133
People on Advicer.bio2711

From each firm's latest Form ADV (Jun 2026, Mar 2026, Apr 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolPublic Safety Financial/GallowayRuda FinancialMeche and Associates LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Public Safety Financial/Galloway: Schwab, Pershing · Ruda Financial: none listed · Meche and Associates LLC: none listed