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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+ Sagewood Asset Management LP $2.7B · New York, NY+ Howe and Rusling, Inc. $2.44B · Rochester, NY+ Magnus Financial Group LLC $2.33B · New York, NY
New York, NY
Utica, NY
Buffalo, NY
Assets under management$2.57B$2.81B$2.4B
Asset growth, last 2 years+56%+69%+13%
Advisory staff172614
Individual clients5891,2162,044
Assets per client$4.4M$2.3M$1.2M
Clients per advisor3547146
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack122
People on Advicer.bio142813

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 ServicesSandhill Investment Management
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
WealthReach–Uses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Bridgewater Advisors Inc.: Schwab, Fidelity · Strategic Financial Services: Schwab · Sandhill Investment Management: Schwab, Pershing