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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 Greycourt & Co., Inc. (swap one in):+ Confluence Financial Partners $7.81B · Mcmurray, PA+ Miller Investment Management, LP $7.1B · West Conshohocken, PA+ The Wealth Consulting Group $6.28B · Las Vegas, NV+ Waldron Private Wealth $5.5B · Bridgeville, PA
Pittsburgh, PA
Erie, PA
Pittsburgh, PA
Assets under management$6.61B$7.66B$5.59B
Asset growth, last 2 years+30%+38%+25%
Advisory staff197328
Individual clients367,3443,920
Assets per client$183.6M$1M$1.4M
Clients per advisor2101140
Main custodianNorthern TrustSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio17431

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

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.

ToolGreycourt & Co., Inc.Hbks Wealth AdvisorsAllegheny Financial Group
CRM
HubSpot–Uses it–

Custodians on Form ADV: Greycourt & Co., Inc.: Northern Trust, BNY, Fidelity · Hbks Wealth Advisors: Schwab, Fidelity · Allegheny Financial Group: Fidelity