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.

Grey Private Capital
Vetworth
Essex Advisory

	Grey Private Capital Charlotte, NC	Vetworth Peachtree City, GA	Essex Advisory Brooklyn, NY
Assets under management	$8.8M	$9.3M	$9.3M
Asset growth, last 2 years	–	–	−53%
Advisory staff	1	1	2
Individual clients	12	18	1
Assets per client	$735K	$516K	$9.3M
Clients per advisor	12	18	1
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2020
Tools in their stack	1	–	–
People on Advicer.bio	1	1	2

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

Grey Private Capital
Vetworth
Essex Advisory

Advisory staff

Grey Private Capital
Vetworth
Essex Advisory

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.

ToolGrey Private CapitalVetworthEssex Advisory

Website Builders

Squarespace––