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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):+ Effective Assets $165.1M+ Runnymede Capital Advisors, Inc. $165.1M+ Harvest Financial Partners $148.8M · Paoli, PA+ Wagner Wealth Management, Corp. $148.7M · Conyngham, PA
Beaver, PA
New Castle, PA
Bingham Farms, MI
Assets under management$157.1M$165.5M$165M
Asset growth, last 2 years+173%––
Advisory staff421
Individual clients217689135
Assets per client$724K$240K$1.2M
Clients per advisor54345135
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120242024
Tools in their stack2–3
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, LLCOcto Capital, LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Client File Sharing
Dropbox––Uses it
Custodial Platform
Wealthscape (Fidelity)Uses it––
Schedule Apps
Calendly––Uses it

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