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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 Tenere Financial (swap one in):+ Gridley Associates Inc $85.9M+ Shrier Associates, LLC $85.9M+ Ethos Capital Group, LLC $77.6M · Little Rock, AR+ Bleeck Financial Management, Inc. $77.6M · Carmel, CA
Sf, CA
Assets under management$81.7M$85.8M$85.8M
Asset growth, last 2 years–––
Advisory staff231
Individual clients485468
Assets per client$1.7M$1.6M$1.3M
Clients per advisor241868
Main custodian–––
Filing with the SEC since202620262019
Tools in their stack––4
People on Advicer.bio231

From each firm's latest Form ADV (Mar 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

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.

ToolTenere FinancialImpactadvisor LLCGoal Line Wealth Management, Inc.
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it