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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 Aspen Capital Management, LLC (swap one in):+ Ellsworth Advisors, LLC $1.41B · Hudson, OH+ Msa Financial $1.41B · Braintree, MA+ Financial Council, LLC $1.27B · Towson, MD+ Arca Wealth, LLC $1.27B · Portsmouth, NH
Boise, ID
New York, NY
Franklin, TN
Assets under management$1.34B$1.41B$1.27B
Asset growth, last 2 years+57%−6%+89%
Advisory staff9317
Individual clients443592,064
Assets per client$3M$23.8M$615K
Clients per advisor4920121
Main custodianSchwabJ.P. MorganSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack423
People on Advicer.bio10319

From each firm's latest Form ADV (Feb 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.

ToolAspen Capital Management, LLCGreenline PartnersBeacon Capital Management, LLC
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Website Builders
SquarespaceUses it––
Wix–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Aspen Capital Management, LLC: Schwab · Greenline Partners: J.P. Morgan, Schwab · Beacon Capital Management, LLC: Schwab