Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Gibson Capital, LLC (swap one in):+ Roffman Miller Associates Inc $3.2B · Philadelphia, PA+ Lutz Financial $3.19B · Omaha, NE+ Rockwood Wealth Management, LLC $2.87B · New Hope, PA+ Key Financial, Inc. $2.84B · West Chester, PA
Wexford, PA
West Chester, PA
Wayne, PA
Assets under management$3.03B$3.44B$3.48B
Asset growth, last 2 years+25%+118%+89%
Advisory staff71215
Individual clients222496750
Assets per client$13.7M$6.9M$4.6M
Clients per advisor324150
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212019
Tools in their stack223
People on Advicer.bio51217

From each firm's latest Form ADV (Jul 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.

ToolGibson Capital, LLCWedmont Private CapitalKathmere Capital Management, LLC
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Legacy Planning
Everplans––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Gibson Capital, LLC: Fidelity · Wedmont Private Capital: Schwab · Kathmere Capital Management, LLC: Schwab