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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 Whitney & Company (swap one in):+ Linden Global Strategies LLC $1.6B · New York, NY+ Invst, LLC $1.57B · Indianapolis, IN+ Wingate Wealth Advisors, Inc. $1.42B · Lexington, MA+ Matrix Asset Advisors Inc $1.4B · White Plains, NY
Rochester, NY
Troy, NY
New York, NY
Assets under management$1.49B$1.61B$1.41B
Asset growth, last 2 years+47%+38%−6%
Advisory staff8113
Individual clients7391,19059
Assets per client$2M$1.4M$23.8M
Clients per advisor9210820
Main custodianFidelitySchwabJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–12
People on Advicer.bio9113

From each firm's latest Form ADV (Sep 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

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.

ToolWhitney & CompanyBouchey Financial Group, LTD.Greenline Partners
Advisor Lead Gen
Wealthtender–Uses it–
CRM
SS&C Black Diamond––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Whitney & Company: Fidelity · Bouchey Financial Group, LTD.: Schwab · Greenline Partners: J.P. Morgan, Schwab