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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 Waldron Private Wealth (swap one in):+ Prowell Financial Management, LLC $6.86B · Exton, PA+ T. Rowe Price Advisory Services, Inc. $5.9B · Owings Mills, MD+ Linscomb Wealth, Inc. $5.21B · Houston, TX+ Legacy Advisors, LLC $5.17B · Plymouth Meeting, PA
Bridgeville, PA
Pittsburgh, PA
Winona Lake, IN
Assets under management$5.5B$6.61B$5.81B
Asset growth, last 2 years+35%+30%+43%
Advisory staff471949
Individual clients517361,801
Assets per client$10.6M$183.6M$3.2M
Clients per advisor11237
Main custodianFidelityNorthern TrustSchwab
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio42133

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

ToolWaldron Private WealthGreycourt & Co., Inc.Sym Financial Advisors
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Waldron Private Wealth: Fidelity, Schwab · Greycourt & Co., Inc.: Northern Trust, BNY, Fidelity · Sym Financial Advisors: Schwab, Fidelity