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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 Financial Coach (swap one in):+ Capital Wealth Investments $423M · Scranton, PA+ Cedar Wealth Management $417.2M+ Axis Wealth Partners, LLC $377.4M · East Providence, RI+ Prosperity Advisers, LLC $375.8M · Horsham, PA
West Chester, PA
Yardley, PA
Phoenixville, PA
Assets under management$397.3M$422.1M$374.4M
Asset growth, last 2 years+32%+28%+40%
Advisory staff552
Individual clients253340206
Assets per client$1.6M$1.2M$1.8M
Clients per advisor5168103
Main custodian––Pershing
Filing with the SEC since201520172012 or earlier
Tools in their stack113
People on Advicer.bio563

From each firm's latest Form ADV (Mar 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.

ToolFinancial CoachThe Estate Planners GroupBouvel Investment Partners, LLC
Custodial Platform
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Financial Coach: none listed · The Estate Planners Group: none listed · Bouvel Investment Partners, LLC: Pershing