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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 Miller Investment Management, LP (swap one in):+ Wealthcare Advisory Partners LLC $8.29B · West Chester, PA+ Hbks Wealth Advisors $7.66B · Erie, PA+ Wedbush Securities Inc. $6.75B · Pasadena, CA+ The Bollard Group LLC $6.72B · Boston, MA
West Conshohocken, PA
Mcmurray, PA
Pittsburgh, PA
Assets under management$7.1B$7.81B$6.61B
Asset growth, last 2 years+12%+156%+30%
Advisory staff73919
Individual clients1555,14836
Assets per client$45.8M$1.5M$183.6M
Clients per advisor221322
Main custodianJ.P. MorganRaymond JamesNorthern Trust
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack13–
People on Advicer.bio6451

From each firm's latest Form ADV (Mar 2026, Sep 2026, Aug 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.

ToolMiller Investment Management, LPConfluence Financial PartnersGreycourt & Co., Inc.
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Amplify Reviews–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Miller Investment Management, LP: J.P. Morgan, Pershing, Bank of America Private Bank · Confluence Financial Partners: Raymond James · Greycourt & Co., Inc.: Northern Trust, BNY, Fidelity