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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 Prowell Financial Management, LLC (swap one in):+ Wealthcare Advisory Partners LLC $8.29B · West Chester, PA+ Turim 21 Investimentos Ltda $7.24B · Rio De Janeiro, Rj+ Osaic Institutions, Inc. $6.49B · Meriden, CT+ Greenspring Advisors, LLC $6.46B · Towson, MD
Exton, PA
Mcmurray, PA
Erie, PA
Assets under management$6.86B$7.81B$7.66B
Asset growth, last 2 years−18%+156%+38%
Advisory staff33973
Individual clients575,1487,344
Assets per client$120.4M$1.5M$1M
Clients per advisor19132101
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since201620212012 or earlier
Tools in their stack131
People on Advicer.bio34574

From each firm's latest Form ADV (Sep 2026, Feb 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 PartnersHbks Wealth Advisors
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Amplify Reviews–Uses it–

Custodians on Form ADV: Prowell Financial Management, LLC: Schwab · Confluence Financial Partners: Raymond James · Hbks Wealth Advisors: Schwab, Fidelity