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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):+ Miller Investment Management, LP $7.1B · West Conshohocken, PA+ Northside Capital Management LLC $6.94B · Hood River, OR+ Allegheny Financial Group $5.59B · Pittsburgh, PA+ Waldron Private Wealth $5.5B · Bridgeville, PA
Pittsburgh, PA
Erie, PA
Mcmurray, PA
Assets under management$6.61B$7.66B$7.81B
Asset growth, last 2 years+30%+38%+156%
Advisory staff197339
Individual clients367,3445,148
Assets per client$183.6M$1M$1.5M
Clients per advisor2101132
Main custodianNorthern TrustSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–13
People on Advicer.bio17445

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

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 AdvisorsConfluence Financial Partners
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Amplify Reviews––Uses it

Custodians on Form ADV: Greycourt & Co., Inc.: Northern Trust, BNY, Fidelity · Hbks Wealth Advisors: Schwab, Fidelity · Confluence Financial Partners: Raymond James