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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 Allegheny Investments (swap one in):+ Hoey Investments, Inc. $788.3M · Coatesville, PA+ Lipe & Dalton Investment Counsel $779.9M · Syracuse, NY+ Solidarity Wealth, LLC $704.2M · Lehi, UT+ Bmss Wesson Wealth Solutions $704M · Birmingham, AL
Pittsburgh, PA
Newtown, PA
Carmel, IN
Assets under management$742.1M$785.6M$705M
Asset growth, last 2 years+40%+12%+86%
Advisory staff14167
Individual clients1,360894291
Assets per client$546K$879K$2.4M
Clients per advisor975642
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–––
People on Advicer.bio14128

From each firm's latest Form ADV (Oct 2026, May 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: Allegheny Investments: Fidelity · Insight Advisors, LLC: Schwab · Halter Ferguson Financial Inc: Schwab, Fidelity