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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+ Engleson & Associates $114.5M · Rochester, NY
Tulsa, OK
Franklin, TN
Milwaukee, WI
Assets under management$120.6M$126.6M$114.5M
Asset growth, last 2 years–+135%–
Advisory staff311
Individual clients3776262
Assets per client$3.3M$1.7M$437K
Clients per advisor1276262
Main custodianSchwabSchwab–
Filing with the SEC since20242012 or earlier2026
Tools in their stack1––
People on Advicer.bio412

From each firm's latest Form ADV (Mar 2026, Sep 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 InvestmentsRegal Bay Investment Group, LLC
Website Builders
WixUses it––

Custodians on Form ADV: 10elms LLP: Schwab · Carmichael Creel Investments: Schwab · Regal Bay Investment Group, LLC: none listed