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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+ Abound Financial $428M · Granite Bay, CA+ Archvest Wealth Advisors, Inc. $387M · Concord, CA+ Psi Capital Management $384.8M · Lancaster, PA
West Chester, PA
Canonsburg, PA
Wayne, PA
Assets under management$407.4M$433.5M$385.7M
Asset growth, last 2 years–+4%+33%
Advisory staff9438
Individual clients7081991,457
Assets per client$575K$2.2M$265K
Clients per advisor795038
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2021
Tools in their stack–3–
People on Advicer.bio8439

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

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 & PetersAlden Investment Group
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Wealthcare Capital Partners, LLC: Schwab · Santori & Peters: Schwab · Alden Investment Group: Schwab