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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 Carmichael Creel Investments (swap one in):+ Laurelhurst Asset Management LLC $133.1M · Portland, OR+ The Hajdari Group, LLC $133M · Staten Island, NY+ Stonefield Investment Advisory, Inc. $120.3M · Cedar Rapids, IA+ Worcester Advisors $120.2M · Worcester, MA
Franklin, TN
Wappingers Falls, NY
Chapel Hill, NC
Assets under management$126.6M$133M$133M
Asset growth, last 2 years+135%+24%+25%
Advisory staff122
Individual clients762995
Assets per client$1.7M$445K$26.6M
Clients per advisor761503
Main custodianSchwab––
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–––
People on Advicer.bio1––

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Carmichael Creel Investments: Schwab · Grimaldi Portfolio Solutions, Inc: none listed · Structural Solutions LLC: none listed