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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 River's Edge (swap one in):+ Runnymede Capital Advisors, Inc. $165.1M+ Octo Capital, LLC $165M · Bingham Farms, MI+ Harvest Financial Partners $148.8M · Paoli, PA+ Wagner Wealth Management, Corp. $148.7M · Conyngham, PA
Beaver, PA
New Castle, PA
Assets under management$157.1M$165.5M$165.1M
Asset growth, last 2 years+173%–+17%
Advisory staff421
Individual clients217689124
Assets per client$724K$240K$1.3M
Clients per advisor54345124
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120242021
Tools in their stack2–1
People on Advicer.bio421

From each firm's latest Form ADV (Apr 2026, Mar 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.

ToolRiver's EdgeKissling Financial Services, LLCEffective Assets
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it

Custodians on Form ADV: River's Edge: Fidelity · Kissling Financial Services, LLC: Schwab · Effective Assets: Schwab