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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+ Blue Zone Wealth Advisors, LLC $770M · Los Angeles, CA+ Grant Street Asset Management Inc $768.9M · Canonsburg, PA
Pittsburgh, PA
Harleysville, PA
Summit, NJ
Assets under management$812.1M$866.4M$771.2M
Asset growth, last 2 years+103%+73%+78%
Advisory staff2711
Individual clients2,198784185
Assets per client$369K$1.1M$4.2M
Clients per advisor1,09911217
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack––1
People on Advicer.bio31111

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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, LLCWellfullSeabridge Investment Advisors LLC
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Absolute Capital Management, LLC: Schwab, Fidelity · Wellfull: Schwab · Seabridge Investment Advisors LLC: Schwab, Morgan Stanley