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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 Mcadam LLC (swap one in):+ Rockwood Wealth Management, LLC $2.87B · New Hope, PA+ Cordoba Advisory Partners LLC $2.81B · New York, NY+ Rkl Private Wealth $2.51B · Lancaster, PA+ Main Street Financial Solutions, LLC $2.51B · Newtown, PA
Radnor, PA
West Chester, PA
Sewickley, PA
Assets under management$2.68B$2.84B$2.83B
Asset growth, last 2 years+54%+31%+32%
Advisory staff1381028
Individual clients5,5381,4092,073
Assets per client$484K$2M$1.4M
Clients per advisor4014174
Main custodianSchwabPershingSchwab
Filing with the SEC since201420162012 or earlier
Tools in their stack112
People on Advicer.bio135825

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

ToolMcadam LLCKey Financial, Inc.Fragasso Financial Advisors
CRM
HubSpotUses itUses it–
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Mcadam LLC: Schwab · Key Financial, Inc.: Pershing · Fragasso Financial Advisors: Schwab