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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):+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Provenance Wealth Advisors $3.63B · Fort Lauderdale, FL+ Girard Advisory Services, LLC $3.18B · King Of Prussia, PA+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA
West Chester, PA
Radnor, PA
Philadelphia, PA
Assets under management$3.44B$3.97B$3.2B
Asset growth, last 2 years+118%−4%+29%
Advisory staff12614
Individual clients496571,598
Assets per client$6.9M$69.6M$2M
Clients per advisor4110114
Main custodianSchwabFidelitySchwab
Filing with the SEC since202120222012 or earlier
Tools in their stack2–1
People on Advicer.bio12716

From each firm's latest Form ADV (Oct 2026, Mar 2026, Aug 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 AdvisorsRoffman Miller Associates Inc
CRM
SS&C Black Diamond––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Wedmont Private Capital: Schwab · Nordwand Advisors: Fidelity · Roffman Miller Associates Inc: Schwab