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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 Wealthcare Capital Partners, LLC (swap one in):+ Comprehensive Financial Planning, Inc. $434.1M · East Petersburg, PA+ Haven Private $428.1M · Orlando, FL+ Alden Investment Group $385.7M · Wayne, PA+ Psi Capital Management $384.8M · Lancaster, PA
West Chester, PA
Canonsburg, PA
Granite Bay, CA
Assets under management$407.4M$433.5M$428M
Asset growth, last 2 years–+4%+21%
Advisory staff942
Individual clients708199525
Assets per client$575K$2.2M$815K
Clients per advisor7950263
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20242012 or earlier2023
Tools in their stack–32
People on Advicer.bio843

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

ToolWealthcare Capital Partners, LLCSantori & PetersAbound Financial
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Wealthcare Capital Partners, LLC: Schwab · Santori & Peters: Schwab · Abound Financial: LPL Financial