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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):+ Foundation Capital Management, LLC $243.8M · East Norriton, PA+ Pinnacle Wealth Management Group, Inc. $243.7M · Plymouth, MI+ Haverdink Financial Management, LLC $220.4M · Portage, MI+ Blvd Private Wealth, LLC $220.4M · Prospect, KY
Harrisburg, PA
Kennett Square, PA
Bryn Mawr, PA
Assets under management$232.1M$243.8M$219.5M
Asset growth, last 2 years+55%+127%+91%
Advisory staff433
Individual clients337249150
Assets per client$689K$979K$1.5M
Clients per advisor848350
Main custodianSchwabSchwab–
Filing with the SEC since201520222022
Tools in their stack422
People on Advicer.bio433

From each firm's latest Form ADV (Mar 2026, Feb 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, LLCNewbridge Wealth Management
Financial Planning
eMoney––Uses it
Envestnet MoneyGuideUses it––
Custodial Platform
Charles SchwabUses itUses it–
Planning Light
AdvyzonUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Econ Wealth Management: Schwab · Legacy Solutions, LLC: Schwab · Newbridge Wealth Management: none listed