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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+ Alden Investment Group $385.7M · Wayne, PA
West Chester, PA
Canonsburg, PA
Lancaster, PA
Assets under management$407.4M$433.5M$384.8M
Asset growth, last 2 years–+4%+34%
Advisory staff947
Individual clients708199503
Assets per client$575K$2.2M$765K
Clients per advisor795072
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2018
Tools in their stack–3–
People on Advicer.bio8410

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 & PetersPsi Capital Management
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 · Psi Capital Management: Schwab