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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 Capstone Financial Advisors Inc (swap one in):+ Globalt Investments $3.02B · Atlanta, GA+ Chesley, Taft & Associates, LLC $3.01B · Chicago, IL+ Rtd Financial Advisors Inc $2.72B · Philadelphia, PA+ Ipi Wealth Management, Inc. $2.66B · Decatur, IL
Downers Grove, IL
Philadelphia, PA
Champaign, IL
Assets under management$2.87B$3.02B$2.62B
Asset growth, last 2 years+35%+101%+60%
Advisory staff25720
Individual clients1,0686442,116
Assets per client$2.7M$4.7M$1.2M
Clients per advisor4392106
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack321
People on Advicer.bio18720

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.

ToolCapstone Financial Advisors IncElm WealthCozad Asset Management Inc
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
CalendlyUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Capstone Financial Advisors Inc: Schwab · Elm Wealth: Fidelity · Cozad Asset Management Inc: Pershing