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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 Redwood Financial Network (swap one in):+ Cwp Private Wealth Management $276.1M · West Bend, WI+ Strauss Financial Group $276M · Hoover, AL+ Tidecrest Wealth Management, LLC $249.7M · Newport Beach, CA+ Michael Brady & Co., LLC $248.6M · Westlake, OH
Solon, OH
Maumee, OH
San Diego, CA
Assets under management$262.8M$276.9M$276.1M
Asset growth, last 2 years+40%+11%+15%
Advisory staff871
Individual clients1,0121,152301
Assets per client$260K$240K$917K
Clients per advisor127165301
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201420132012 or earlier
Tools in their stack141
People on Advicer.bio862

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolRedwood Financial NetworkThe Retirement Guys FormulaSimplifi, Inc.
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Redwood Financial Network: LPL Financial · The Retirement Guys Formula: Schwab · Simplifi, Inc.: Schwab