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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 Bridgewater Advisors Inc. (swap one in):+ Cordoba Advisory Partners LLC $2.81B · New York, NY+ Giverny Capital $2.7B · Montreal+ Howe and Rusling, Inc. $2.44B · Rochester, NY+ Sandhill Investment Management $2.4B · Buffalo, NY
New York, NY
Utica, NY
New York, NY
Assets under management$2.57B$2.81B$2.7B
Asset growth, last 2 years+56%+69%+2%
Advisory staff17263
Individual clients5891,216232
Assets per client$4.4M$2.3M$11.6M
Clients per advisor354777
Main custodianSchwabSchwabMorgan Stanley
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack12–
People on Advicer.bio1428–

From each firm's latest Form ADV (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.

ToolBridgewater Advisors Inc.Strategic Financial ServicesSagewood Asset Management LP
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Digital Marketing
WealthReach–Uses it–

Custodians on Form ADV: Bridgewater Advisors Inc.: Schwab, Fidelity · Strategic Financial Services: Schwab · Sagewood Asset Management LP: Morgan Stanley, Stifel, Pershing, J.P. Morgan