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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 Nestlerode & Loy, Inc. (swap one in):+ Filigree Wealth Advisors, LLC $209.1M · Irvine, CA+ Creative Investment Group $209M · Nashville, TN+ Hara Capital LLC $189.1M+ Elm3 Financial Group, LLC $189M · Alpharetta, GA
State College, PA
Malvern, PA
Macon, GA
Assets under management$199.1M$209.2M$189.1M
Asset growth, last 2 years+28%+41%+151%
Advisory staff223
Individual clients262327465
Assets per client$760K$640K$407K
Clients per advisor131164155
Main custodian–PershingFidelity
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack––3
People on Advicer.bio123

From each firm's latest Form ADV (Dec 2025, Apr 2026, Mar 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.

ToolNestlerode & Loy, Inc.Wharton Wealth Management, LLCCfs Wealth Management
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Nestlerode & Loy, Inc.: none listed · Wharton Wealth Management, LLC: Pershing · Cfs Wealth Management: Fidelity