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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):+ Bill Few Associates, Inc. $2.72B · Sewickley, PA+ Jacobi Capital Management, LLC $2.64B · Pittston, PA+ Smith Moore & Co. $2.37B · Clayton, MO+ Corient Shc Wealth Management (US) LP $2.34B · Philadelphia, PA
Lancaster, PA
Radnor, PA
Wormleysburg, PA
Assets under management$2.51B$2.68B$2.28B
Asset growth, last 2 years+40%+54%+44%
Advisory staff2313821
Individual clients9485,5381,287
Assets per client$2.6M$484K$1.8M
Clients per advisor414061
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20142023
Tools in their stack314
People on Advicer.bio2913525

From each firm's latest Form ADV (Sep 2026, Jul 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 LLCStonebridge Financial Group, LLC
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Client File Sharing
EgnyteUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Rkl Private Wealth: Schwab · Mcadam LLC: Schwab · Stonebridge Financial Group, LLC: Schwab