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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 Kovack Advisors, Inc. (swap one in):+ Confluence Investment Management LLC $6.72B · Saint Louis, MO+ Greycourt & Co., Inc. $6.61B · Pittsburgh, PA+ Gladstone Wealth Partners $5.68B · Palm Beach Gardens, FL+ Yale Capital Corp. $5.62B · St. Petersburg, FL
Ft. Lauderdale, FL
Avon, CO
Los Angeles, CA
Assets under management$6.28B$6.67B$5.94B
Asset growth, last 2 years+46%+27%+39%
Advisory staff3001218
Individual clients12,906401,418
Assets per client$487K$166.7M$4.2M
Clients per advisor43379
Main custodianFidelityMorgan StanleySchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack––1
People on Advicer.bio258826

From each firm's latest Form ADV (Apr 2026, Sep 2026, Oct 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.

ToolKovack Advisors, Inc.Aspen Grove Capital, LLCWestmount Partners, LLC
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Kovack Advisors, Inc.: Fidelity, Pershing · Aspen Grove Capital, LLC: Morgan Stanley · Westmount Partners, LLC: Schwab