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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 Matrix Asset Advisors Inc (swap one in):+ John G. Ullman & Associates, Inc $1.51B · Horseheads, NY+ Kimelman & Baird, LLC $1.48B · New York, NY+ Callahan Advisors, LLC $1.33B · Houston, TX+ River Partners Capital Management, LP $1.32B · New York, NY
White Plains, NY
Glen Head, NY
Rochester, NY
Assets under management$1.4B$1.48B$1.49B
Asset growth, last 2 years+37%+33%+47%
Advisory staff858
Individual clients6072,566739
Assets per client$2.3M$576K$2M
Clients per advisor7651392
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–4–
People on Advicer.bio5309

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.

ToolMatrix Asset Advisors IncTsa Management IncWhitney & Company
Custodial Platform
NetX360 (Pershing)–Uses it–
Digital Onboarding
Marstone–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Matrix Asset Advisors Inc: Schwab · Tsa Management Inc: none listed · Whitney & Company: Fidelity