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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 Downtown Investment Advisory (swap one in):+ Grimaldi Portfolio Solutions, Inc $133M · Wappingers Falls, NY+ Safran Wealth Advisors, LLC $132.9M · New York, NY+ Fama Fiduciary Wealth LLC $119M · Manchester, MO+ Buckram Securities LTD $117.3M · Locust Valley, NY
White Plains, NY
New York, NY
Pittsford, NY
Assets under management$125.3M$132.8M$131.8M
Asset growth, last 2 years−1%+246%+138%
Advisory staff142
Individual clients54546
Assets per client$2.3M$26.6M$2.9M
Clients per advisor54123
Main custodianSchwabJ.P. MorganSchwab
Filing with the SEC since201720172024
Tools in their stack––1
People on Advicer.bio1–2

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

ToolDowntown Investment AdvisoryAri Group, LLCRdg Capital Management LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Downtown Investment Advisory: Schwab, Interactive Brokers · Ari Group, LLC: J.P. Morgan, Interactive Brokers · Rdg Capital Management LLC: Schwab, Mid Atlantic Clearing & Settlement Corporation, Reliance Trust Company