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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+ Cozad Asset Management Inc $2.62B · Champaign, IL
Downers Grove, IL
Philadelphia, PA
Decatur, IL
Assets under management$2.87B$3.02B$2.66B
Asset growth, last 2 years+35%+101%+49%
Advisory staff25765
Individual clients1,06864413,138
Assets per client$2.7M$4.7M$202K
Clients per advisor4392202
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack32–
People on Advicer.bio18769

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 WealthIpi Wealth Management, Inc.
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Capstone Financial Advisors Inc: Schwab · Elm Wealth: Fidelity · Ipi Wealth Management, Inc.: Schwab