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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 Econ Wealth Management (swap one in):+ Stegent Equity Advisors Inc. $243.7M · Houston, TX+ Pinnacle Wealth Management Group, Inc. $243.7M · Plymouth, MI+ Haverdink Financial Management, LLC $220.4M · Portage, MI+ Newbridge Wealth Management $219.5M · Bryn Mawr, PA
Harrisburg, PA
Kennett Square, PA
East Norriton, PA
Assets under management$232.1M$243.8M$243.8M
Asset growth, last 2 years+55%+127%+81%
Advisory staff432
Individual clients337249589
Assets per client$689K$979K$414K
Clients per advisor8483295
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520222023
Tools in their stack42–
People on Advicer.bio432

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.

ToolEcon Wealth ManagementLegacy Solutions, LLCFoundation Capital Management, LLC
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
Envestnet MoneyGuideUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Orion–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Econ Wealth Management: Schwab · Legacy Solutions, LLC: Schwab · Foundation Capital Management, LLC: Schwab