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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+ Financial Pathway LLC $16.6M+ Amauta Financial $15M+ Roventini Financial Services, Inc $15M · New City, NY
Woodbury, NY
New York, NY
Assets under management$15.8M$16.8M$16.6M
Asset growth, last 2 years––+884%
Advisory staff511
Individual clients4011118
Assets per client$396K$1.5M$141K
Clients per advisor811118
Main custodian––Drivewealth, LLC
Filing with the SEC since202620162019
Tools in their stack–––
People on Advicer.bio511

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Trident Advisors LLC: none listed · Blaine Capital, LLC: none listed · Ursa Financial, LLC: Drivewealth, LLC