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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 Atlantic Private Wealth, LLC (swap one in):+ Fagan Associates Inc $940.7M · Troy, NY+ Blankinship & Foster, LLC $939.5M · Solana Beach, CA+ Silverlake Wealth Management LLC $849.1M · Williston, VT+ Bason Asset Management $848.8M · Lakewood, CO
Chapel Hill, NC
Alamo, CA
Huntingdon Valley, PA
Assets under management$894M$940.2M$848.6M
Asset growth, last 2 years+30%+25%+48%
Advisory staff414
Individual clients206450200
Assets per client$4.3M$2.1M$4.2M
Clients per advisor5245050
Main custodianFidelitySchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio415

From each firm's latest Form ADV (Jul 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

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.

ToolAtlantic Private Wealth, LLCRudney AssociatesPennsylvania Capital Management Inc.
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Atlantic Private Wealth, LLC: Fidelity · Rudney Associates: Schwab · Pennsylvania Capital Management Inc.: Schwab