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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+ Diversified Portfolios, Inc. $1.94B · Bloomfield Hills, MI+ Wny Asset Management, LLC $1.73B · Williamsville, NY+ Novem Group $1.72B · Rochester, NY
Syracuse, NY
Brooklyn, NY
Coppell, TX
Assets under management$1.84B$1.97B$1.94B
Asset growth, last 2 years+24%+7,729%+3%
Advisory staff132614
Individual clients1,5182,100877
Assets per client$1.2M$939K$2.2M
Clients per advisor1178163
Main custodianSchwabInteractive BrokersSchwab
Filing with the SEC since2012 or earlier20232017
Tools in their stack35–
People on Advicer.bio113813

From each firm's latest Form ADV (Jul 2026, Oct 2026, Jun 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 ManagementCfo4life
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Digital Marketing
WealthReachUses it––
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Rockbridge Investment Management, LLC: Schwab · Maridea Wealth Management: Interactive Brokers · Cfo4life: Schwab, Principal Trust Company, Fidelity