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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 Trident Advisors LLC (swap one in):+ Kingsland Investments $16.7M · Mount Kisco, NY+ Ursa Financial, LLC $16.6M+ Roventini Financial Services, Inc $15M · New City, NY+ Retirement Solutions $15M
Woodbury, NY
New York, NY
Assets under management$15.8M$16.8M$15M
Asset growth, last 2 years–––
Advisory staff511
Individual clients401127
Assets per client$396K$1.5M$556K
Clients per advisor81127
Main custodian–––
Filing with the SEC since202620162026
Tools in their stack––2
People on Advicer.bio511

From each firm's latest Form ADV (Jun 2026, Mar 2026, Jan 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.

ToolTrident Advisors LLCBlaine Capital, LLCAmauta Financial
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Wix––Uses it