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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):+ First Long Island Investors, LLC $1.86B · Jericho, NY+ Rockbridge Investment Management, LLC $1.84B · Syracuse, NY+ Bouchey Financial Group, LTD. $1.61B · Troy, NY+ Linden Global Strategies LLC $1.6B · New York, NY
Rochester, NY
Rochester, NY
Lancaster, PA
Assets under management$1.72B$1.86B$1.63B
Asset growth, last 2 years+47%+355%+22%
Advisory staff502610
Individual clients3,5132,281994
Assets per client$489K$815K$1.6M
Clients per advisor708899
Main custodian–PershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–3
People on Advicer.bio323712

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

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, LLCRodgers & Associates
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
AssetBook––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Novem Group: none listed · Ashton Thomas Securities, LLC: Pershing · Rodgers & Associates: Schwab, Fidelity