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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+ Amplius Wealth Advisors $1.74B · Blue Bell, PA+ Wny Asset Management, LLC $1.73B · Williamsville, NY
Syracuse, NY
Brooklyn, NY
Rochester, NY
Assets under management$1.84B$1.97B$1.72B
Asset growth, last 2 years+24%+7,729%+47%
Advisory staff132650
Individual clients1,5182,1003,513
Assets per client$1.2M$939K$489K
Clients per advisor1178170
Main custodianSchwabInteractive Brokers–
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack353
People on Advicer.bio113832

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

ToolRockbridge Investment Management, LLCMaridea Wealth ManagementNovem Group
CRM
SS&C Black Diamond–Uses itUses it
Envestnet TamaracUses 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 itUses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Rockbridge Investment Management, LLC: Schwab · Maridea Wealth Management: Interactive Brokers · Novem Group: none listed