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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):+ Eagle Wealth Management Group Inc. $417.5M · Valencia, CA+ Cedar Wealth Management $417.2M+ Prosperity Advisers, LLC $375.8M · Horsham, PA+ Bouvel Investment Partners, LLC $374.4M · Phoenixville, PA
West Chester, PA
Yardley, PA
Scranton, PA
Assets under management$397.3M$422.1M$423M
Asset growth, last 2 years+32%+28%+65%
Advisory staff552
Individual clients253340469
Assets per client$1.6M$1.2M$902K
Clients per advisor5168235
Main custodian––Schwab
Filing with the SEC since201520172020
Tools in their stack11–
People on Advicer.bio562

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.

ToolFinancial CoachThe Estate Planners GroupCapital Wealth Investments
Planning Light
Advyzon–Uses it–
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Financial Coach: none listed · The Estate Planners Group: none listed · Capital Wealth Investments: Schwab