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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 Highroad Wealth Advisers, LLC (swap one in):+ Kingsland Investments $16.7M · Mount Kisco, NY+ Roots First Wealth Management $16.6M · Highlands Ranch, CO+ Roventini Financial Services, Inc $15M · New City, NY+ Retirement Solutions $15M
Rochester, NY
New York, NY
Assets under management$15.8M$16.8M$15M
Asset growth, last 2 years−80%––
Advisory staff111
Individual clients51127
Assets per client$3.2M$1.5M$556K
Clients per advisor51127
Main custodianSchwab––
Filing with the SEC since201320162026
Tools in their stack––2
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jan 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

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.

ToolHighroad Wealth Advisers, LLCBlaine Capital, LLCAmauta Financial
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Highroad Wealth Advisers, LLC: Schwab · Blaine Capital, LLC: none listed · Amauta Financial: none listed