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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):+ Dsg Capital Advisors, LLC $780.3M · Edina, MN+ Lipe & Dalton Investment Counsel $779.9M · Syracuse, NY+ Halter Ferguson Financial Inc $705M · Carmel, IN+ Solidarity Wealth, LLC $704.2M · Lehi, UT
Pittsburgh, PA
Newtown, PA
Coatesville, PA
Assets under management$742.1M$785.6M$788.3M
Asset growth, last 2 years+40%+12%+84%
Advisory staff14161
Individual clients1,360894589
Assets per client$546K$879K$1.3M
Clients per advisor9756589
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack––4
People on Advicer.bio14121

From each firm's latest Form ADV (Oct 2026, May 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

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.

ToolAllegheny InvestmentsInsight Advisors, LLCHoey Investments, Inc.
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Allegheny Investments: Fidelity · Insight Advisors, LLC: Schwab · Hoey Investments, Inc.: Schwab