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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 Hinsdale Associates (swap one in):+ Aisa International $126.5M · Devizes+ Premier Private Wealth Management, LLC $126.3M · Palm Harbor, FL+ Richard G. Slater $114.1M+ Alpha Fiduciary $114M · Phoenix, AZ
Hinsdale, IL
Northfield, IL
Guilderland, NY
Assets under management$120.1M$127.1M$126.1M
Asset growth, last 2 years+9%–+34%
Advisory staff113
Individual clients1538384
Assets per client$785K$1.5M$1.5M
Clients per advisor1538328
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack–––
People on Advicer.bio–––

From each firm's latest Form ADV (Feb 2026, Jun 2023, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hinsdale Associates: none listed · Strategic Portfolio Managers: Schwab · Adirondack Research & Management Inc.: Fidelity