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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 Adalta Capital Management LLC (swap one in):+ Founder Family Financial, LLC $321M · Austin, TX+ Hw Capital LLC $321M · Santa Monica, CA+ Fox Hill Wealth Management $290.2M · Dedham, MA+ Gimbal Financial, LLC $290M · Carmel, IN
New York, NY
East Syracuse, NY
Cincinnati, OH
Assets under management$305.5M$322.5M$290.2M
Asset growth, last 2 years+18%+42%+115%
Advisory staff324
Individual clients73171257
Assets per client$4.2M$1.9M$1.1M
Clients per advisor248664
Main custodianSchwabFidelityUBS
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio4–5

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.

ToolAdalta Capital Management LLCCarswell Investments, LLCMbia Capital Advisors
Performance Reporting
AddeparUses it––
Planning Light
Advyzon––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Adalta Capital Management LLC: Schwab, J.P. Morgan, Merrill · Carswell Investments, LLC: Fidelity · Mbia Capital Advisors: UBS