Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 G&H Investments (swap one in):+ Mfa Wealth Advisors, LLC $605.4M · Pittsburgh, PA+ Atlas Brown $605.2M · Louisville, KY+ Stewardship Advisors, LLC $545.2M · Mount Joy, PA+ Marion Wealth Management $543.4M · Monroeville, PA
Leola, PA
Radnor, PA
Birmingham, AL
Assets under management$576M$607M$605.1M
Asset growth, last 2 years+47%+38%+31%
Advisory staff326
Individual clients12912463
Assets per client$4.5M$50.6M$1.3M
Clients per advisor43677
Main custodianSchwabUBSFidelity
Filing with the SEC since20212012 or earlier2024
Tools in their stack1–4
People on Advicer.bio326

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

ToolG&H InvestmentsDrexel Morgan & Co.Fairvoy Private Wealth, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: G&H Investments: Schwab · Drexel Morgan & Co.: UBS · Fairvoy Private Wealth, LLC: Fidelity