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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+ Chicago Capital, LLC $4.82B · Chicago, IL+ Sage Financial Group Inc. $4.29B · West Conshohocken, PA+ Nordwand Advisors $3.97B · Radnor, PA
Malvern, PA
Toronto, On
North Little Rock, AR
Assets under management$4.57B$4.81B$4.81B
Asset growth, last 2 years+25%+204%+44%
Advisory staff32494
Individual clients1002,1756,280
Assets per client$45.7M$2.2M$766K
Clients per advisor339167
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio38106

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

ToolWharton Business Group, LLCCardinal Point Wealth ManagementSowell Management
Schedule Apps
Calendly––Uses it

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