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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 Rockbridge Investment Management, LLC (swap one in):+ Neville, Rodie & Shaw Inc $2B · New York, NY+ Cfo4life $1.94B · Coppell, TX+ Wny Asset Management, LLC $1.73B · Williamsville, NY+ Novem Group $1.72B · Rochester, NY
Syracuse, NY
Brooklyn, NY
Blue Bell, PA
Assets under management$1.84B$1.97B$1.74B
Asset growth, last 2 years+24%+7,729%+37%
Advisory staff132613
Individual clients1,5182,100775
Assets per client$1.2M$939K$2.2M
Clients per advisor1178160
Main custodianSchwabInteractive BrokersFidelity
Filing with the SEC since2012 or earlier20232021
Tools in their stack356
People on Advicer.bio113811

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

ToolRockbridge Investment Management, LLCMaridea Wealth ManagementAmplius Wealth Advisors
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses itUses it
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Digital Marketing
WealthReachUses it–Uses it
Financial Planning
eMoney–Uses itUses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Rockbridge Investment Management, LLC: Schwab · Maridea Wealth Management: Interactive Brokers · Amplius Wealth Advisors: Fidelity