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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 Gibson Capital, LLC (swap one in):+ Kathmere Capital Management, LLC $3.48B · Wayne, PA+ Roffman Miller Associates Inc $3.2B · Philadelphia, PA+ Rockwood Wealth Management, LLC $2.87B · New Hope, PA+ Fragasso Financial Advisors $2.83B · Sewickley, PA
Wexford, PA
West Chester, PA
West Chester, PA
Assets under management$3.03B$3.44B$2.84B
Asset growth, last 2 years+25%+118%+31%
Advisory staff71210
Individual clients2224961,409
Assets per client$13.7M$6.9M$2M
Clients per advisor3241141
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier20212016
Tools in their stack221
People on Advicer.bio5128

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 CapitalKey Financial, Inc.
Client File Sharing
ShareFileUses it––
CRM
HubSpot––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Gibson Capital, LLC: Fidelity · Wedmont Private Capital: Schwab · Key Financial, Inc.: Pershing