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.

Guardian Capital, LLC
Keller Financial Group
Pathfinder Advisory, Inc.

	Guardian Capital, LLC Wexford, PA	Keller Financial Group Camp Hill, PA	Pathfinder Advisory, Inc. Rockford, IL
Assets under management	$128.1M	$135.3M	$121.4M
Asset growth, last 2 years	–	+27%	+755%
Advisory staff	4	2	3
Individual clients	240	84	142
Assets per client	$534K	$1.6M	$855K
Clients per advisor	60	42	47
Main custodian	Schwab	AssetMark	–
Filing with the SEC since	2024	2023	2012 or earlier
Tools in their stack	–	–	–
People on Advicer.bio	4	2	3

From each firm's latest Form ADV (Feb 2026, Apr 2026, Mar 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

Guardian Capital, LLC
Keller Financial Group
Pathfinder Advisory, Inc.

Advisory staff

Guardian Capital, LLC
Keller Financial Group
Pathfinder Advisory, Inc.

Individual clients

Guardian Capital, LLC
Keller Financial Group
Pathfinder Advisory, Inc.

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Guardian Capital, LLC: Schwab · Keller Financial Group: AssetMark · Pathfinder Advisory, Inc.: none listed