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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):+ Ahara Advisors $185.4M · Jersey City, NJ+ Halberstadt Financial Consultants Inc $185M · Princeton, NJ+ Armory Capital Management, LLC $167.1M · Syracuse, NY+ Schlindwein Associates LLC $167.1M · Dallas, TX
Voorhees, NJ
Hackensack, NJ
Denver, CO
Assets under management$176M$185.1M$167.1M
Asset growth, last 2 years+112%+58%−82%
Advisory staff246
Individual clients137229241
Assets per client$1.3M$808K$693K
Clients per advisor695740
Main custodianInteractive BrokersSchwabTeachers Insurance and Annuity Association
Filing with the SEC since2012 or earlier20212021
Tools in their stack6–1
People on Advicer.bio266

From each firm's latest Form ADV (Mar 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.

ToolPhiladelphia Investment Partners, LLCEmissary WealthTrg Investment Advisors, LLC
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––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Philadelphia Investment Partners, LLC: Interactive Brokers, Pershing, BNY · Emissary Wealth: Schwab · Trg Investment Advisors, LLC: Teachers Insurance and Annuity Association, Raymond James, Voya Financial Advisors, Inc., Fidelity