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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 Fragasso Financial Advisors (swap one in):+ Gibson Capital, LLC $3.03B · Wexford, PA+ Vicus Capital, Inc. $2.99B · State College, PA+ Valley Wealth Managers, Inc. $2.69B · Paramus, NJ+ Jacobi Capital Management, LLC $2.64B · Pittston, PA
Sewickley, PA
Philadelphia, PA
Radnor, PA
Assets under management$2.83B$3.02B$2.68B
Asset growth, last 2 years+32%+101%+54%
Advisory staff287138
Individual clients2,0736445,538
Assets per client$1.4M$4.7M$484K
Clients per advisor749240
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20132014
Tools in their stack221
People on Advicer.bio257135

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

ToolFragasso Financial AdvisorsElm WealthMcadam LLC
CRM
HubSpot–Uses itUses it
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
ZoomUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Fragasso Financial Advisors: Schwab · Elm Wealth: Fidelity · Mcadam LLC: Schwab