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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+ Springboard Asset Management LLC $136.8M · Cheshire, CT+ Wealthkare.com, Inc. $136.7M · Mount Union, PA
Pittsburgh, PA
Malvern, PA
Camp Hill, PA
Assets under management$144M$152.5M$135.3M
Asset growth, last 2 years–+28%+27%
Advisory staff512
Individual clients16510084
Assets per client$873K$1.5M$1.6M
Clients per advisor3310042
Main custodian–SchwabAssetMark
Filing with the SEC since202620212023
Tools in their stack21–
People on Advicer.bio512

From each firm's latest Form ADV (Mar 2026, Apr 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 WealthKeller Financial Group
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 · Keller Financial Group: AssetMark