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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+ Allegheny Financial Group $5.59B · Pittsburgh, PA+ Waldron Private Wealth $5.5B · Bridgeville, PA
Pittsburgh, PA
Erie, PA
Hood River, OR
Assets under management$6.61B$7.66B$6.94B
Asset growth, last 2 years+30%+38%+31%
Advisory staff19739
Individual clients367,34460
Assets per client$183.6M$1M$115.7M
Clients per advisor21017
Main custodianNorthern TrustSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio1748

From each firm's latest Form ADV (Aug 2026, Feb 2026, Mar 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 AdvisorsNorthside Capital Management LLC
CRM
HubSpot–Uses it–

Custodians on Form ADV: Greycourt & Co., Inc.: Northern Trust, BNY, Fidelity · Hbks Wealth Advisors: Schwab, Fidelity · Northside Capital Management LLC: Schwab, Fidelity