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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+ Salem Investment Counselors Inc $4.19B · Winston Salem, NC+ Bryn Mawr Trust Advisors, LLC $3.51B · Philadelphia, PA+ Kathmere Capital Management, LLC $3.48B · Wayne, PA
Radnor, PA
West Conshohocken, PA
Fort Lauderdale, FL
Assets under management$3.97B$4.29B$4.18B
Asset growth, last 2 years−4%+34%+105%
Advisory staff621134
Individual clients571,10124,734
Assets per client$69.6M$3.9M$169K
Clients per advisor1052185
Main custodianFidelitySchwabSchwab
Filing with the SEC since20222012 or earlier2014
Tools in their stack–1–
People on Advicer.bio720124

From each firm's latest Form ADV (Mar 2026, Jun 2026, Jan 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.Sound Income Strategies, LLC
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Nordwand Advisors: Fidelity · Sage Financial Group Inc.: Schwab · Sound Income Strategies, LLC: Schwab