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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 Novem Group (swap one in):+ Wilkinson Global Asset Management LLC $1.88B · New York, NY+ First Long Island Investors, LLC $1.86B · Jericho, NY+ Bouchey Financial Group, LTD. $1.61B · Troy, NY+ Linden Global Strategies LLC $1.6B · New York, NY
Rochester, NY
Rochester, NY
Syracuse, NY
Assets under management$1.72B$1.86B$1.84B
Asset growth, last 2 years+47%+355%+24%
Advisory staff502613
Individual clients3,5132,2811,518
Assets per client$489K$815K$1.2M
Clients per advisor7088117
Main custodian–PershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–3
People on Advicer.bio323711

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

ToolNovem GroupAshton Thomas Securities, LLCRockbridge Investment Management, LLC
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Novem Group: none listed · Ashton Thomas Securities, LLC: Pershing · Rockbridge Investment Management, LLC: Schwab