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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
Las Vegas, NV
Assets under management$6.61B$7.66B$6.28B
Asset growth, last 2 years+30%+38%+21%
Advisory staff1973131
Individual clients367,34412,646
Assets per client$183.6M$1M$496K
Clients per advisor210197
Main custodianNorthern TrustSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–11
People on Advicer.bio174131

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 AdvisorsThe Wealth Consulting Group
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it

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