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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):+ Carrick Lane LLC $3.03B · New York, NY+ Chesley, Taft & Associates, LLC $3.01B · Chicago, IL+ Ipi Wealth Management, Inc. $2.66B · Decatur, IL+ Cozad Asset Management Inc $2.62B · Champaign, IL
Downers Grove, IL
Philadelphia, PA
Atlanta, GA
Assets under management$2.87B$3.02B$3.02B
Asset growth, last 2 years+35%+101%+14%
Advisory staff25718
Individual clients1,0686443,062
Assets per client$2.7M$4.7M$987K
Clients per advisor4392170
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20132023
Tools in their stack321
People on Advicer.bio18712

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolCapstone Financial Advisors IncElm WealthGlobalt Investments
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Capstone Financial Advisors Inc: Schwab · Elm Wealth: Fidelity · Globalt Investments: Fidelity