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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 Borer Denton & Associates, Inc. (swap one in):+ Beacon Bridge Wealth Partners, LLC $426.6M · Lower Gwynedd, PA+ Sagevest Wealth Management $423.2M · Mclean, VA+ Canopy 360 Wealth, LLC $382.8M · Ocala, FL+ Accent Capital Management, LLC $382.7M · Centerville, OH
Blue Bell, PA
Radnor, PA
Delmont, PA
Assets under management$403M$426M$424.8M
Asset growth, last 2 years+11%+25%+12%
Advisory staff374
Individual clients209259116
Assets per client$1.9M$1.6M$3.7M
Clients per advisor703729
Main custodianPershingRaymond James–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio274

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

ToolBorer Denton & Associates, Inc.Tgs Financial AdvisorsMacdougall Financial Counseling
CRM
Salesforce–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Borer Denton & Associates, Inc.: Pershing, Pnc Bank, Schwab · Tgs Financial Advisors: Raymond James · Macdougall Financial Counseling: none listed