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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 Absolute Capital Management, LLC (swap one in):+ Blume Capital Management, Inc. $856.6M · Berkeley, CA+ Radnor Capital Management, LLC $854.8M · Wayne, PA+ Seabridge Investment Advisors LLC $771.2M · Summit, NJ+ Grant Street Asset Management Inc $768.9M · Canonsburg, PA
Pittsburgh, PA
Harleysville, PA
Bloomington, MN
Assets under management$812.1M$866.4M$853.2M
Asset growth, last 2 years+103%+73%+42%
Advisory staff2710
Individual clients2,198784759
Assets per client$369K$1.1M$1.1M
Clients per advisor1,09911276
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172014
Tools in their stack–––
People on Advicer.bio3119

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Absolute Capital Management, LLC: Schwab, Fidelity · Wellfull: Schwab · Birchwood Financial Partners, Inc.: Schwab