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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+ Greenline Partners $1.41B · New York, NY+ Matrix Asset Advisors Inc $1.4B · White Plains, NY
Rochester, NY
Troy, NY
Lexington, MA
Assets under management$1.49B$1.61B$1.42B
Asset growth, last 2 years+47%+38%+17%
Advisory staff81115
Individual clients7391,190642
Assets per client$2M$1.4M$2.2M
Clients per advisor9210843
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio91115

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.Wingate Wealth Advisors, Inc.
Advisor Lead Gen
Wealthtender–Uses it–

Custodians on Form ADV: Whitney & Company: Fidelity · Bouchey Financial Group, LTD.: Schwab · Wingate Wealth Advisors, Inc.: Schwab