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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+ Hbks Wealth Advisors $7.66B · Erie, PA+ Greenspring Advisors, LLC $6.46B · Towson, MD+ Allegheny Financial Group $5.59B · Pittsburgh, PA
Exton, PA
Mcmurray, PA
Meriden, CT
Assets under management$6.86B$7.81B$6.49B
Asset growth, last 2 years−18%+156%+79%
Advisory staff339478
Individual clients575,14815,798
Assets per client$120.4M$1.5M$411K
Clients per advisor1913233
Main custodianSchwabRaymond JamesPershing
Filing with the SEC since201620212012 or earlier
Tools in their stack13–
People on Advicer.bio345549

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 PartnersOsaic Institutions, Inc.
CRM
Envestnet TamaracUses 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 · Osaic Institutions, Inc.: Pershing