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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 Alinea Advisory Services LLC (swap one in):+ Windfall Advisors, LLC $70M · Newport Beach, CA+ Legacy Folios $70M+ Wealthunite Advisors, LLC $63.1M · Manhasset, NY+ Corinthian Partners Asset Management LLC $62.9M · New York, NY
New York, NY
Lakeland, FL
Appleton, WI
Assets under management$66.6M$70M$70M
Asset growth, last 2 years+2,312%––
Advisory staff122
Individual clients115,693152117
Assets per client$575.711538295316$461K$598K
Clients per advisor115,6937659
Main custodian–––
Filing with the SEC since202020262026
Tools in their stack–––
People on Advicer.bio–21

From each firm's latest Form ADV (Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.