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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 Greenline Partners (swap one in):+ Whitney & Company $1.49B · Rochester, NY+ Kimelman & Baird, LLC $1.48B · New York, NY+ Centennial Securities Company Inc $1.34B · Grand Rapids, MI+ River Partners Capital Management, LP $1.32B · New York, NY
New York, NY
Glen Head, NY
Meridian, ID
Assets under management$1.41B$1.48B$1.33B
Asset growth, last 2 years−6%+33%+59%
Advisory staff3563
Individual clients592,5663,523
Assets per client$23.8M$576K$378K
Clients per advisor2051356
Main custodianJ.P. Morgan–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack244
People on Advicer.bio33075

From each firm's latest Form ADV (Mar 2026, Oct 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.

ToolGreenline PartnersTsa Management IncInspire Advisors, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Website Builders
Webflow––Uses it
WixUses it––
Digital Onboarding
Marstone–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Orion–Uses it–

Custodians on Form ADV: Greenline Partners: J.P. Morgan, Schwab · Tsa Management Inc: none listed · Inspire Advisors, LLC: Schwab, Folio