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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 Troutman Wealth (swap one in):+ Fifth Set Private Wealth Management LLC $160.3M+ Arbor Private Wealth, LLC $160.1M · Ashburn, VA+ Vision Capital & Management $144.8M+ Centerview Wealth Advisors, LLC $144M · Pittsburgh, PA
Malvern, PA
Raleigh, NC
Westerville, OH
Assets under management$152.5M$160.2M$160.2M
Asset growth, last 2 years+28%−35%–
Advisory staff153
Individual clients10014893
Assets per client$1.5M$1.1M$1.7M
Clients per advisor1003031
Main custodianSchwabSEISchwab
Filing with the SEC since202120232024
Tools in their stack1–1
People on Advicer.bio153

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

ToolTroutman WealthThe Wealth Group, LTDHarding Financial Group
Planning Light
AdvyzonUses it–Uses it

Custodians on Form ADV: Troutman Wealth: Schwab · The Wealth Group, LTD: SEI, Schwab · Harding Financial Group: Schwab