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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+ Aspire Private Capital $509.7M · Cornelius, NC+ Cove Private Wealth, LLC $455.5M · Oyster Bay, NY+ Sicart Associates, LLC $455.4M · New York, NY
Latham, NY
West Henrietta, NY
White Plains, NY
Assets under management$484.4M$510.2M$509.7M
Asset growth, last 2 years+32%+21%+38%
Advisory staff4911
Individual clients7917341,080
Assets per client$612K$695K$472K
Clients per advisor1988298
Main custodianLPL FinancialSchwabSEI
Filing with the SEC since202120192015
Tools in their stack–––
People on Advicer.bio4911

From each firm's latest Form ADV (Mar 2026, Aug 2026, Oct 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 · Madison Advisory Services, Inc.: SEI