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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 Graney& King, LLC (swap one in):+ Elevatus Wealth Management, LLC $513.4M · Victor, NY+ Madison Advisory Services, Inc. $509.7M · White Plains, NY+ Cove Private Wealth, LLC $455.5M · Oyster Bay, NY+ Sicart Associates, LLC $455.4M · New York, NY
Latham, NY
West Henrietta, NY
Cornelius, NC
Assets under management$484.4M$510.2M$509.7M
Asset growth, last 2 years+32%+21%+31%
Advisory staff499
Individual clients791734709
Assets per client$612K$695K$719K
Clients per advisor1988279
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since202120192018
Tools in their stack–––
People on Advicer.bio498

From each firm's latest Form ADV (Mar 2026, Aug 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: Graney& King, LLC: LPL Financial · Horizon Financial: Schwab · Aspire Private Capital: Fidelity