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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
Kingwood, TX
Assets under management$484.4M$510.2M$460.1M
Asset growth, last 2 years+32%+21%+42%
Advisory staff493
Individual clients791734267
Assets per client$612K$695K$1.7M
Clients per advisor1988289
Main custodianLPL FinancialSchwabRaymond James
Filing with the SEC since202120192020
Tools in their stack––1
People on Advicer.bio493

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

ToolGraney& King, LLCHorizon FinancialRoth Financial Partners LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Graney& King, LLC: LPL Financial · Horizon Financial: Schwab · Roth Financial Partners LLC: Raymond James