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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 Key Financial, Inc. (swap one in):+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA+ Vicus Capital, Inc. $2.99B · State College, PA+ Mcadam LLC $2.68B · Radnor, PA+ Jacobi Capital Management, LLC $2.64B · Pittston, PA
West Chester, PA
Philadelphia, PA
Wexford, PA
Assets under management$2.84B$3.02B$3.03B
Asset growth, last 2 years+31%+101%+25%
Advisory staff1077
Individual clients1,409644222
Assets per client$2M$4.7M$13.7M
Clients per advisor1419232
Main custodianPershingFidelityFidelity
Filing with the SEC since201620132012 or earlier
Tools in their stack122
People on Advicer.bio875

From each firm's latest Form ADV (Jul 2026, Sep 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.

ToolKey Financial, Inc.Elm WealthGibson Capital, LLC
Client File Sharing
ShareFile––Uses it
CRM
HubSpotUses itUses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Key Financial, Inc.: Pershing · Elm Wealth: Fidelity · Gibson Capital, LLC: Fidelity