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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
Orlando, FL
Assets under management$407.4M$433.5M$428.1M
Asset growth, last 2 years–+4%–
Advisory staff945
Individual clients708199179
Assets per client$575K$2.2M$2.4M
Clients per advisor795036
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2023
Tools in their stack–32
People on Advicer.bio846

From each firm's latest Form ADV (May 2026, Mar 2026, Apr 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 & PetersHaven Private
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wealthcare Capital Partners, LLC: Schwab · Santori & Peters: Schwab · Haven Private: Schwab