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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 Rockwood Wealth Management, LLC (swap one in):+ Girard Advisory Services, LLC $3.18B · King Of Prussia, PA+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA+ Rtd Financial Advisors Inc $2.72B · Philadelphia, PA+ Bill Few Associates, Inc. $2.72B · Sewickley, PA
New Hope, PA
Wexford, PA
Philadelphia, PA
Assets under management$2.87B$3.03B$3.02B
Asset growth, last 2 years+62%+25%+101%
Advisory staff4777
Individual clients918222644
Assets per client$3.1M$13.7M$4.7M
Clients per advisor203292
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack222
People on Advicer.bio4657

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

1 tool 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.

ToolRockwood Wealth Management, LLCGibson Capital, LLCElm Wealth
Client File Sharing
ShareFile–Uses it–
CRM
HubSpotUses it–Uses it
Schedule Apps
CalendlyUses itUses itUses it

Custodians on Form ADV: Rockwood Wealth Management, LLC: Fidelity, Schwab · Gibson Capital, LLC: Fidelity · Elm Wealth: Fidelity