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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):+ Girard Advisory Services, LLC $3.18B · King Of Prussia, PA+ Csenge Advisory Group, LLC $3.17B · Clearwater, FL+ Key Financial, Inc. $2.84B · West Chester, PA+ Fragasso Financial Advisors $2.83B · Sewickley, PA
Philadelphia, PA
Philadelphia, PA
West Chester, PA
Assets under management$3.02B$3.2B$3.44B
Asset growth, last 2 years+101%+29%+118%
Advisory staff71412
Individual clients6441,598496
Assets per client$4.7M$2M$6.9M
Clients per advisor9211441
Main custodianFidelitySchwabSchwab
Filing with the SEC since20132012 or earlier2021
Tools in their stack212
People on Advicer.bio71612

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

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 IncWedmont Private Capital
CRM
HubSpotUses it––
SS&C Black Diamond–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Elm Wealth: Fidelity · Roffman Miller Associates Inc: Schwab · Wedmont Private Capital: Schwab