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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):+ The Hajdari Group, LLC $133M · Staten Island, NY+ Structural Solutions LLC $133M · Chapel Hill, NC+ Stonefield Investment Advisory, Inc. $120.3M · Cedar Rapids, IA+ Abens Financial Services Inc $120.1M · Edina, MN
Franklin, TN
Wappingers Falls, NY
Worcester, MA
Assets under management$126.6M$133M$120.2M
Asset growth, last 2 years+135%+24%+153%
Advisory staff123
Individual clients76299193
Assets per client$1.7M$445K$623K
Clients per advisor7615064
Main custodianSchwab––
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio1–3

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

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.

ToolCarmichael Creel InvestmentsGrimaldi Portfolio Solutions, IncWorcester Advisors
CRM
SS&C Black Diamond––Uses it

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