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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 Atwater Malick (swap one in):+ Sevenbridge Financial Group, LLC $731.1M · Harrisburg, PA+ Jmac Enterprises LLC $722.4M · Newtown, PA+ Westover Capital Advisors, LLC $652.9M · Wilmington, DE+ Kitching Partners, LLC $645.9M · Conshohocken, PA
Lancaster, PA
Bethlehem, PA
Raleigh, NC
Assets under management$687.4M$730.3M$653M
Asset growth, last 2 years+43%+24%+53%
Advisory staff264
Individual clients285343438
Assets per client$2.4M$2.1M$1.5M
Clients per advisor14357110
Main custodianFidelitySchwabSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio354

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

ToolAtwater MalickTiller Private Wealth, Inc.Collegiate Capital Management, Inc.
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Atwater Malick: Fidelity, Schwab, Great-West Trust Company, LLC · Tiller Private Wealth, Inc.: Schwab · Collegiate Capital Management, Inc.: Schwab, Fidelity