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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+ Amauta Financial $15M+ Roventini Financial Services, Inc $15M · New City, NY
Rochester, NY
New York, NY
Elkhart, IN
Assets under management$15.8M$16.8M$16.6M
Asset growth, last 2 years−80%––
Advisory staff111
Individual clients51159
Assets per client$3.2M$1.5M$281K
Clients per advisor51159
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, Jun 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, LLCFortified Wealth
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Calendly––Uses it

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