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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+ Alpine Hill Advisors LLC $114.5M · Westport, CT+ Regal Bay Investment Group, LLC $114.5M · Milwaukee, WI
Tulsa, OK
Franklin, TN
Wichita Falls, TX
Assets under management$120.6M$126.6M$126.7M
Asset growth, last 2 years–+135%+15%
Advisory staff313
Individual clients3776217
Assets per client$3.3M$1.7M$584K
Clients per advisor127672
Main custodianSchwabSchwab–
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio413

From each firm's latest Form ADV (Mar 2026, Apr 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 InvestmentsPersonal Money Planning, LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: 10elms LLP: Schwab · Carmichael Creel Investments: Schwab · Personal Money Planning, LLC: none listed