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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 Hapanowicz Financial (swap one in):+ Northstar Asset Management Company, LLC $659.8M · Blue Bell, PA+ Pw Nova Financial Services LLC $654.3M · Newtown, PA+ The Legacy Financial Group, Inc. $590.7M · Tulsa, OK+ Master's Wealth Management Inc. $589.5M · Leola, PA
Pittsburgh, PA
Bryn Mawr, PA
Fort Washington, PA
Assets under management$622.3M$655.6M$656.7M
Asset growth, last 2 years+25%+35%+67%
Advisory staff7313
Individual clients640240783
Assets per client$972K$2.7M$839K
Clients per advisor918060
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–12
People on Advicer.bio6317

From each firm's latest Form ADV (Jun 2026, Apr 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.

ToolHapanowicz FinancialMcgowan & Co LLPThrive Capital Management, LLC
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab–Uses itUses it

Custodians on Form ADV: Hapanowicz Financial: LPL Financial · Mcgowan & Co LLP: Schwab · Thrive Capital Management, LLC: Schwab