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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+ Dgs Capital Management $1.05B · Jersey City, NJ+ D.b. Root & Company, LLC $952.4M · Pittsburgh, PA+ Almanack Investment Partners $945.9M · Newtown Square, PA
Williamsport, PA
Radnor, PA
Oakbrook Terrace, IL
Assets under management$1B$1.06B$1.05B
Asset growth, last 2 years+58%−1%+99%
Advisory staff7513
Individual clients8766271,675
Assets per client$1.1M$1.7M$629K
Clients per advisor125125129
Main custodianPershingLPL FinancialSchwab
Filing with the SEC since2012 or earlier20162015
Tools in their stack––2
People on Advicer.bio9617

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 PartnersGoldstone Financial Group, LLC
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it

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