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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):+ Radnor Capital Management, LLC $854.8M · Wayne, PA+ Birchwood Financial Partners, Inc. $853.2M · Bloomington, MN+ Seabridge Investment Advisors LLC $771.2M · Summit, NJ+ Blue Zone Wealth Advisors, LLC $770M · Los Angeles, CA
Pittsburgh, PA
Harleysville, PA
Canonsburg, PA
Assets under management$812.1M$866.4M$768.9M
Asset growth, last 2 years+103%+73%+33%
Advisory staff278
Individual clients2,198784425
Assets per client$369K$1.1M$1.8M
Clients per advisor1,09911253
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack––3
People on Advicer.bio3118

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

ToolAbsolute Capital Management, LLCWellfullGrant Street Asset Management Inc
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Absolute Capital Management, LLC: Schwab, Fidelity · Wellfull: Schwab · Grant Street Asset Management Inc: Schwab