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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 Burgeon Capital (swap one in):+ Compass Wealth Management, LLC $98M+ Incline Wealth $97.9M+ Wisely Advised $88.5M · Dyer, IN+ Front Edge Capital Management, LLC $88.5M
Lancaster, PA
Easton, PA
Assets under management$93.2M$97.9M$97.9M
Asset growth, last 2 years––+184%
Advisory staff126
Individual clients44166235
Assets per client$2.1M$590K$417K
Clients per advisor448339
Main custodian––AssetMark
Filing with the SEC since202620262022
Tools in their stack1–3
People on Advicer.bio126

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

ToolBurgeon CapitalRowley FinancialValor Investments and Planning LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Burgeon Capital: none listed · Rowley Financial: none listed · Valor Investments and Planning LLC: AssetMark, Schwab