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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 Philadelphia Investment Partners, LLC (swap one in):+ S.f. Ehrlich Associates, Inc. $185.8M · Cranford, NJ+ Halberstadt Financial Consultants Inc $185M · Princeton, NJ+ Armory Capital Management, LLC $167.1M · Syracuse, NY+ Trg Investment Advisors, LLC $167.1M · Denver, CO
Voorhees, NJ
Hackensack, NJ
Jersey City, NJ
Assets under management$176M$185.1M$185.4M
Asset growth, last 2 years+112%+58%–
Advisory staff242
Individual clients13722955
Assets per client$1.3M$808K$3.4M
Clients per advisor695728
Main custodianInteractive BrokersSchwabFidelity
Filing with the SEC since2012 or earlier20212024
Tools in their stack6–3
People on Advicer.bio262

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

ToolPhiladelphia Investment Partners, LLCEmissary WealthAhara Advisors
Custodial Platform
AltruistUses it––
Interactive BrokersUses it––
NetX360 (Pershing)Uses it––
Schedule Apps
Calendly––Uses it
GRemindersUses it––
Client Portal
Circle BlackUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Philadelphia Investment Partners, LLC: Interactive Brokers, Pershing, BNY · Emissary Wealth: Schwab · Ahara Advisors: Fidelity, Schwab