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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+ 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
Philadelphia, PA
Assets under management$3.03B$3.44B$3.2B
Asset growth, last 2 years+25%+118%+29%
Advisory staff71214
Individual clients2224961,598
Assets per client$13.7M$6.9M$2M
Clients per advisor3241114
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack221
People on Advicer.bio51216

From each firm's latest Form ADV (Jul 2026, Oct 2026, Aug 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 CapitalRoffman Miller Associates Inc
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Gibson Capital, LLC: Fidelity · Wedmont Private Capital: Schwab · Roffman Miller Associates Inc: Schwab