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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):+ Gibson Capital, LLC $3.03B · Wexford, 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
Pittsburgh, PA
Assets under management$2.84B$3.02B$3.11B
Asset growth, last 2 years+31%+101%+22%
Advisory staff10710
Individual clients1,409644416
Assets per client$2M$4.7M$7.5M
Clients per advisor1419242
Main custodianPershingFidelitySchwab
Filing with the SEC since201620132012 or earlier
Tools in their stack121
People on Advicer.bio8711

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 WealthStaley Capital Advisers Inc
CRM
HubSpotUses itUses it–
Envestnet Tamarac––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Key Financial, Inc.: Pershing · Elm Wealth: Fidelity · Staley Capital Advisers Inc: Schwab