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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):+ Griffin Asset Management, LLC $1.05B · New York, NY+ 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
Jersey City, NJ
Assets under management$1B$1.06B$1.05B
Asset growth, last 2 years+58%−1%+305%
Advisory staff757
Individual clients876627394
Assets per client$1.1M$1.7M$2.7M
Clients per advisor12512556
Main custodianPershingLPL FinancialSchwab
Filing with the SEC since2012 or earlier20162019
Tools in their stack––1
People on Advicer.bio961

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

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 PartnersDgs Capital Management
Website Builders
Webflow––Uses it

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