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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 Elm Wealth (swap one in):+ Wedmont Private Capital $3.44B · West Chester, PA+ Girard Advisory Services, LLC $3.18B · King Of Prussia, PA+ Fragasso Financial Advisors $2.83B · Sewickley, PA+ Berkshire Asset Management, LLC $2.79B · Wilkes-Barre, PA
Philadelphia, PA
Philadelphia, PA
West Chester, PA
Assets under management$3.02B$3.2B$2.84B
Asset growth, last 2 years+101%+29%+31%
Advisory staff71410
Individual clients6441,5981,409
Assets per client$4.7M$2M$2M
Clients per advisor92114141
Main custodianFidelitySchwabPershing
Filing with the SEC since20132012 or earlier2016
Tools in their stack211
People on Advicer.bio7168

From each firm's latest Form ADV (Sep 2026, Aug 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.

ToolElm WealthRoffman Miller Associates IncKey Financial, Inc.
CRM
HubSpotUses it–Uses it
SS&C Black Diamond–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Elm Wealth: Fidelity · Roffman Miller Associates Inc: Schwab · Key Financial, Inc.: Pershing