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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+ Key Financial, Inc. $2.84B · West Chester, PA
Wexford, PA
West Chester, PA
Omaha, NE
Assets under management$3.03B$3.44B$3.19B
Asset growth, last 2 years+25%+118%+40%
Advisory staff71215
Individual clients222496845
Assets per client$13.7M$6.9M$3.8M
Clients per advisor324156
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack224
People on Advicer.bio51215

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 CapitalLutz Financial
Client Data Gathering
Jotform––Uses it
Client File Sharing
ShareFileUses it––
CRM
HubSpot––Uses it
Portfolio Management
Orion–Uses itUses it
Schedule Apps
CalendlyUses itUses it–
Tax Planning
ProConnect––Uses it

Custodians on Form ADV: Gibson Capital, LLC: Fidelity · Wedmont Private Capital: Schwab · Lutz Financial: Schwab, Newport Group Securities, Inc.