Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Cote Financial Management $151.2M+ Wealthkare.com, Inc. $136.7M · Mount Union, PA+ Keller Financial Group $135.3M · Camp Hill, PA
Pittsburgh, PA
Malvern, PA
Boulder, CO
Assets under management$144M$152.5M$151.2M
Asset growth, last 2 years–+28%–
Advisory staff511
Individual clients165100150
Assets per client$873K$1.5M$1M
Clients per advisor33100150
Main custodian–SchwabSchwab
Filing with the SEC since202620212024
Tools in their stack214
People on Advicer.bio511

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 WealthOutbound Financial
Advisor Lead Gen
Fee-Only Network––Uses it
Financial Planning
eMoneyUses it–Uses it
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
OnceHub––Uses it
Website Builders
Squarespace––Uses it

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