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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 Centerview Wealth Advisors, LLC (swap one in):+ Hershey Financial Advisers, LLC $151.7M · Lancaster, PA+ Outbound Financial $151.2M · Boulder, CO+ Wealthkare.com, Inc. $136.7M · Mount Union, PA+ Keller Financial Group $135.3M · Camp Hill, PA
Pittsburgh, PA
Malvern, PA
Assets under management$144M$152.5M$151.2M
Asset growth, last 2 years–+28%+505%
Advisory staff511
Individual clients165100132
Assets per client$873K$1.5M$1.1M
Clients per advisor33100132
Main custodian–Schwab–
Filing with the SEC since202620212012 or earlier
Tools in their stack211
People on Advicer.bio512

From each firm's latest Form ADV (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.

ToolCenterview Wealth Advisors, LLCTroutman WealthCote Financial Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Centerview Wealth Advisors, LLC: none listed · Troutman Wealth: Schwab · Cote Financial Management: none listed