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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):+ Goalbridge Wealth Management, LLC $70M · Appleton, WI+ Legacy Folios $70M+ Quoinage Capital LLC $63.3M+ Corinthian Partners Asset Management LLC $62.9M · New York, NY
New York, NY
Lakeland, FL
Manhasset, NY
Assets under management$66.6M$70M$63.1M
Asset growth, last 2 years+2,312%–+33%
Advisory staff121
Individual clients115,69315248
Assets per client$575.711538295316$461K$1.3M
Clients per advisor115,6937648
Main custodian––Utmost Worldwide Limited
Filing with the SEC since202020262018
Tools in their stack––4
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

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 FinancialWealthunite Advisors, LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Investment Data/Analytics
Morningstar––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Alinea Advisory Services LLC: none listed · Hurlburt Financial: none listed · Wealthunite Advisors, LLC: Utmost Worldwide Limited, Rl360 Insurance Company Limited, Embark Investment Services Limited (Eisl), Schwab