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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 Wharton Business Group, LLC (swap one in):+ Legacy Advisors, LLC $5.17B · Plymouth Meeting, PA+ Sowell Management $4.81B · North Little Rock, AR+ Pallas Capital Advisors, LLC $4.31B · Braintree, MA+ Sage Financial Group Inc. $4.29B · West Conshohocken, PA
Malvern, PA
Toronto, On
Radnor, PA
Assets under management$4.57B$4.81B$3.97B
Asset growth, last 2 years+25%+204%−4%
Advisory staff3246
Individual clients1002,17557
Assets per client$45.7M$2.2M$69.6M
Clients per advisor339110
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–––
People on Advicer.bio387

From each firm's latest Form ADV (Aug 2026, Apr 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wharton Business Group, LLC: Schwab · Cardinal Point Wealth Management: Fidelity, Schwab, Pershing, National Bank Independent Network, National Advisors Trust · Nordwand Advisors: Fidelity