Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Bill Few Associates, Inc. $2.72B · Sewickley, 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
Clayton, MO
Assets under management$2.51B$2.68B$2.37B
Asset growth, last 2 years+40%+54%+39%
Advisory staff2313850
Individual clients9485,5384,095
Assets per client$2.6M$484K$579K
Clients per advisor414082
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack31–
People on Advicer.bio2913545

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 LLCSmith Moore & Co.
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 · Smith Moore & Co.: none listed