Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Prowell Financial Management, LLC (swap one in):+ Wealthcare Advisory Partners LLC $8.29B · West Chester, PA+ Hbks Wealth Advisors $7.66B · Erie, PA+ Osaic Institutions, Inc. $6.49B · Meriden, CT+ Allegheny Financial Group $5.59B · Pittsburgh, PA
Exton, PA
Mcmurray, PA
Towson, MD
Assets under management$6.86B$7.81B$6.46B
Asset growth, last 2 years−18%+156%−6%
Advisory staff33937
Individual clients575,1481,697
Assets per client$120.4M$1.5M$3.8M
Clients per advisor1913246
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since201620212012 or earlier
Tools in their stack136
People on Advicer.bio34546

From each firm's latest Form ADV (Sep 2026, Oct 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.

ToolProwell Financial Management, LLCConfluence Financial PartnersGreenspring Advisors, LLC
CRM
Envestnet TamaracUses it–Uses it
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)––Uses it
Digital Marketing
Amplify Reviews–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Prowell Financial Management, LLC: Schwab · Confluence Financial Partners: Raymond James · Greenspring Advisors, LLC: Fidelity, Vanguard, Schwab, Adp