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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):+ Simplifi, Inc. $276.1M · San Diego, CA+ Cwp Private Wealth Management $276.1M · West Bend, WI+ Tidecrest Wealth Management, LLC $249.7M · Newport Beach, CA+ Michael Brady & Co., LLC $248.6M · Westlake, OH
Solon, OH
Maumee, OH
Hoover, AL
Assets under management$262.8M$276.9M$276M
Asset growth, last 2 years+40%+11%+70%
Advisory staff874
Individual clients1,0121,152212
Assets per client$260K$240K$1.3M
Clients per advisor12716553
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since201420132020
Tools in their stack143
People on Advicer.bio864

From each firm's latest Form ADV (Mar 2026, Sep 2026, Feb 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 FormulaStrauss Financial Group
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses itUses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Redwood Financial Network: LPL Financial · The Retirement Guys Formula: Schwab · Strauss Financial Group: Fidelity