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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+ Keller Financial Group $135.3M · Camp Hill, PA
Pittsburgh, PA
Malvern, PA
Mount Union, PA
Assets under management$144M$152.5M$136.7M
Asset growth, last 2 years–+28%–
Advisory staff517
Individual clients165100370
Assets per client$873K$1.5M$369K
Clients per advisor3310053
Main custodian–SchwabSchwab
Filing with the SEC since202620212024
Tools in their stack21–
People on Advicer.bio517

From each firm's latest Form ADV (Mar 2026, Jul 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 WealthWealthkare.com, Inc.
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 · Wealthkare.com, Inc.: Schwab, Fidelity