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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):+ U.s. Advisors, Inc. $70M · Arlington, VA+ Windfall Advisors, LLC $70M · Newport Beach, CA+ Wealthunite Advisors, LLC $63.1M · Manhasset, NY+ Corinthian Partners Asset Management LLC $62.9M · New York, NY
New York, NY
Lakeland, FL
Assets under management$66.6M$70M$70M
Asset growth, last 2 years+2,312%––
Advisory staff123
Individual clients115,69315260
Assets per client$575.711538295316$461K$1.2M
Clients per advisor115,6937620
Main custodian–––
Filing with the SEC since202020262026
Tools in their stack––1
People on Advicer.bio–23

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

ToolAlinea Advisory Services LLCHurlburt FinancialLegacy Folios
Schedule Apps
Calendly––Uses it