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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+ Chicago Partners Investment Group LLC $7.47B · Chicago, IL+ Wedbush Securities Inc. $6.75B · Pasadena, CA+ Greycourt & Co., Inc. $6.61B · Pittsburgh, PA
West Conshohocken, PA
Mcmurray, PA
Erie, PA
Assets under management$7.1B$7.81B$7.66B
Asset growth, last 2 years+12%+156%+38%
Advisory staff73973
Individual clients1555,1487,344
Assets per client$45.8M$1.5M$1M
Clients per advisor22132101
Main custodianJ.P. MorganRaymond JamesSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack131
People on Advicer.bio64574

From each firm's latest Form ADV (Mar 2026, Sep 2026, Feb 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 PartnersHbks Wealth Advisors
CRM
HubSpot––Uses it
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 · Hbks Wealth Advisors: Schwab, Fidelity