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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 Hudock Capital Group (swap one in):+ Dgs Capital Management $1.05B · Jersey City, NJ+ Goldstone Financial Group, LLC $1.05B · Oakbrook Terrace, IL+ Builder Investment Group $952.5M · Atlanta, GA+ D.b. Root & Company, LLC $952.4M · Pittsburgh, PA
Williamsport, PA
Radnor, PA
Newtown Square, PA
Assets under management$1B$1.06B$945.9M
Asset growth, last 2 years+58%−1%+18%
Advisory staff7513
Individual clients876627386
Assets per client$1.1M$1.7M$2.5M
Clients per advisor12512530
Main custodianPershingLPL FinancialSchwab
Filing with the SEC since2012 or earlier20162016
Tools in their stack––1
People on Advicer.bio9614

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

ToolHudock Capital GroupClearview Financial PartnersAlmanack Investment Partners
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Hudock Capital Group: Pershing, Fidelity · Clearview Financial Partners: LPL Financial, Schwab · Almanack Investment Partners: Schwab, Fidelity