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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):+ Financial Investment Team ("Fit") $209.1M · Portland, OR+ Filigree Wealth Advisors, LLC $209.1M · Irvine, CA+ Hara Capital LLC $189.1M+ Cfs Wealth Management $189.1M · Macon, GA
State College, PA
Malvern, PA
Nashville, TN
Assets under management$199.1M$209.2M$209M
Asset growth, last 2 years+28%+41%–
Advisory staff227
Individual clients262327144
Assets per client$760K$640K$1.5M
Clients per advisor13116421
Main custodian–Pershing–
Filing with the SEC since2012 or earlier20212024
Tools in their stack––1
People on Advicer.bio126

From each firm's latest Form ADV (Dec 2025, Apr 2026, Jun 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, LLCCreative Investment Group
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Nestlerode & Loy, Inc.: none listed · Wharton Wealth Management, LLC: Pershing · Creative Investment Group: none listed