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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 Wedmont Private Capital (swap one in):+ Stoker Ostler, A Part of Bmo Financial Group $3.67B · Scottsdale, AZ+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Roffman Miller Associates Inc $3.2B · Philadelphia, PA+ Girard Advisory Services, LLC $3.18B · King Of Prussia, PA
West Chester, PA
Radnor, PA
Fort Lauderdale, FL
Assets under management$3.44B$3.97B$3.63B
Asset growth, last 2 years+118%−4%+39%
Advisory staff12620
Individual clients496572,864
Assets per client$6.9M$69.6M$1.3M
Clients per advisor4110143
Main custodianSchwabFidelityRaymond James
Filing with the SEC since202120222018
Tools in their stack2––
People on Advicer.bio12718

From each firm's latest Form ADV (Oct 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.

ToolWedmont Private CapitalNordwand AdvisorsProvenance Wealth Advisors
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Wedmont Private Capital: Schwab · Nordwand Advisors: Fidelity · Provenance Wealth Advisors: Raymond James, Empower