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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 Linden Global Strategies LLC (swap one in):+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Nevastar Finance LTD $1.68B · London+ Ascent Wealth Partners, LLC $1.52B · New Hartford, NY+ John G. Ullman & Associates, Inc $1.51B · Horseheads, NY
New York, NY
Williamsville, NY
Rochester, NY
Assets under management$1.6B$1.73B$1.72B
Asset growth, last 2 years+115%+56%+47%
Advisory staff51850
Individual clients1723,2343,513
Assets per client$9.3M$535K$489K
Clients per advisor3418070
Main custodianBNYSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio–2932

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

ToolLinden Global Strategies LLCWny Asset Management, LLCNovem Group
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Linden Global Strategies LLC: BNY · Wny Asset Management, LLC: Schwab · Novem Group: none listed