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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 Nordwand Advisors (swap one in):+ Wharton Business Group, LLC $4.57B · Malvern, PA+ Sound Income Strategies, LLC $4.18B · Fort Lauderdale, FL+ Bryn Mawr Trust Advisors, LLC $3.51B · Philadelphia, PA+ Wedmont Private Capital $3.44B · West Chester, PA
Radnor, PA
West Conshohocken, PA
Wayne, PA
Assets under management$3.97B$4.29B$3.48B
Asset growth, last 2 years−4%+34%+89%
Advisory staff62115
Individual clients571,101750
Assets per client$69.6M$3.9M$4.6M
Clients per advisor105250
Main custodianFidelitySchwabSchwab
Filing with the SEC since20222012 or earlier2019
Tools in their stack–13
People on Advicer.bio72017

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

ToolNordwand AdvisorsSage Financial Group Inc.Kathmere Capital Management, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Legacy Planning
Everplans––Uses it

Custodians on Form ADV: Nordwand Advisors: Fidelity · Sage Financial Group Inc.: Schwab · Kathmere Capital Management, LLC: Schwab