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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+ Alden Investment Group $385.7M · Wayne, PA+ Psi Capital Management $384.8M · Lancaster, PA
West Chester, PA
Canonsburg, PA
Concord, CA
Assets under management$407.4M$433.5M$387M
Asset growth, last 2 years–+4%+37%
Advisory staff945
Individual clients708199308
Assets per client$575K$2.2M$1.3M
Clients per advisor795062
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2014
Tools in their stack–31
People on Advicer.bio845

From each firm's latest Form ADV (May 2026, Mar 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 & PetersArchvest Wealth Advisors, Inc.
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Wealthcare Capital Partners, LLC: Schwab · Santori & Peters: Schwab · Archvest Wealth Advisors, Inc.: Schwab