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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+ Ahara Advisors $185.4M · Jersey City, NJ+ Armory Capital Management, LLC $167.1M · Syracuse, NY+ Trg Investment Advisors, LLC $167.1M · Denver, CO
Voorhees, NJ
Hackensack, NJ
Princeton, NJ
Assets under management$176M$185.1M$185M
Asset growth, last 2 years+112%+58%+36%
Advisory staff243
Individual clients137229157
Assets per client$1.3M$808K$1.2M
Clients per advisor695752
Main custodianInteractive BrokersSchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack6––
People on Advicer.bio262

From each firm's latest Form ADV (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.

ToolPhiladelphia Investment Partners, LLCEmissary WealthHalberstadt Financial Consultants Inc
Custodial Platform
AltruistUses it––
Interactive BrokersUses it––
NetX360 (Pershing)Uses it––
Client Portal
Circle BlackUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Philadelphia Investment Partners, LLC: Interactive Brokers, Pershing, BNY · Emissary Wealth: Schwab · Halberstadt Financial Consultants Inc: Schwab