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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 10elms LLP (swap one in):+ Shadowridge Asset Management, LLC $126.7M · Austin, TX+ Artesa Financial Group $126.6M · Conroe, TX+ Regal Bay Investment Group, LLC $114.5M · Milwaukee, WI+ Engleson & Associates $114.5M · Rochester, NY
Tulsa, OK
Franklin, TN
Westport, CT
Assets under management$120.6M$126.6M$114.5M
Asset growth, last 2 years–+135%−28%
Advisory staff312
Individual clients377656
Assets per client$3.3M$1.7M$2M
Clients per advisor127628
Main custodianSchwabSchwabFidelity
Filing with the SEC since20242012 or earlier2023
Tools in their stack1–3
People on Advicer.bio411

From each firm's latest Form ADV (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.

Tool10elms LLPCarmichael Creel InvestmentsAlpine Hill Advisors LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: 10elms LLP: Schwab · Carmichael Creel Investments: Schwab · Alpine Hill Advisors LLC: Fidelity