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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+ Newbridge Wealth Management $219.5M · Bryn Mawr, PA
Harrisburg, PA
Kennett Square, PA
Houston, TX
Assets under management$232.1M$243.8M$243.7M
Asset growth, last 2 years+55%+127%+33%
Advisory staff433
Individual clients33724991
Assets per client$689K$979K$2.7M
Clients per advisor848330
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520222012 or earlier
Tools in their stack423
People on Advicer.bio432

From each firm's latest Form ADV (Mar 2026, Oct 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

1 tool 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, LLCStegent Equity Advisors Inc.
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Snappy Kraken––Uses 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 · Stegent Equity Advisors Inc.: Schwab