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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+ Eagle Wealth Management Group Inc. $417.5M · Valencia, CA+ Prosperity Advisers, LLC $375.8M · Horsham, PA+ Bouvel Investment Partners, LLC $374.4M · Phoenixville, PA
West Chester, PA
Yardley, PA
Assets under management$397.3M$422.1M$417.2M
Asset growth, last 2 years+32%+28%+17%
Advisory staff553
Individual clients25334064
Assets per client$1.6M$1.2M$6.5M
Clients per advisor516821
Main custodian––Schwab
Filing with the SEC since201520172015
Tools in their stack111
People on Advicer.bio563

From each firm's latest Form ADV (Mar 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 GroupCedar Wealth Management
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Financial Coach: none listed · The Estate Planners Group: none listed · Cedar Wealth Management: Schwab, Fidelity