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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
Horseheads, NY
Assets under management$1.41B$1.48B$1.51B
Asset growth, last 2 years−6%+33%+20%
Advisory staff3530
Individual clients592,566992
Assets per client$23.8M$576K$1.5M
Clients per advisor2051333
Main custodianJ.P. Morgan–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack24–
People on Advicer.bio33023

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.

ToolGreenline PartnersTsa Management IncJohn G. Ullman & Associates, Inc
CRM
SS&C Black DiamondUses it––
Custodial Platform
NetX360 (Pershing)–Uses it–
Digital Onboarding
Marstone–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Orion–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Greenline Partners: J.P. Morgan, Schwab · Tsa Management Inc: none listed · John G. Ullman & Associates, Inc: Schwab, Morgan Stanley