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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+ Fragasso Financial Advisors $2.83B · Sewickley, PA+ Main Street Financial Solutions, LLC $2.51B · Newtown, PA+ Guyasuta Investment Advisors, Incorporated $2.44B · Pittsburgh, PA
Radnor, PA
West Chester, PA
Lancaster, PA
Assets under management$2.68B$2.84B$2.51B
Asset growth, last 2 years+54%+31%+40%
Advisory staff1381023
Individual clients5,5381,409948
Assets per client$484K$2M$2.6M
Clients per advisor4014141
Main custodianSchwabPershingSchwab
Filing with the SEC since201420162012 or earlier
Tools in their stack113
People on Advicer.bio135829

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.

ToolMcadam LLCKey Financial, Inc.Rkl Private Wealth
CRM
HubSpotUses itUses it–
Envestnet Tamarac––Uses it
Client File Sharing
Egnyte––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Mcadam LLC: Schwab · Key Financial, Inc.: Pershing · Rkl Private Wealth: Schwab