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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 Rkl Private Wealth (swap one in):+ Rtd Financial Advisors Inc $2.72B · Philadelphia, PA+ Jacobi Capital Management, LLC $2.64B · Pittston, PA+ Corient Shc Wealth Management (US) LP $2.34B · Philadelphia, PA+ Stonebridge Financial Group, LLC $2.28B · Wormleysburg, PA
Lancaster, PA
Radnor, PA
Sewickley, PA
Assets under management$2.51B$2.68B$2.72B
Asset growth, last 2 years+40%+54%+28%
Advisory staff2313829
Individual clients9485,5382,954
Assets per client$2.6M$484K$922K
Clients per advisor4140102
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack31–
People on Advicer.bio2913528

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

ToolRkl Private WealthMcadam LLCBill Few Associates, Inc.
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Client File Sharing
EgnyteUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Rkl Private Wealth: Schwab · Mcadam LLC: Schwab · Bill Few Associates, Inc.: Pershing