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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+ D.b. Root & Company, LLC $952.4M · Pittsburgh, PA+ Almanack Investment Partners $945.9M · Newtown Square, PA
Williamsport, PA
Radnor, PA
Atlanta, GA
Assets under management$1B$1.06B$952.5M
Asset growth, last 2 years+58%−1%+26%
Advisory staff754
Individual clients876627174
Assets per client$1.1M$1.7M$5.5M
Clients per advisor12512544
Main custodianPershingLPL FinancialSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack–––
People on Advicer.bio963

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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