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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 Claro Advisors Inc. (swap one in):+ Tbh Global Asset Management, LLC $1.48B · Brentwood, TN+ Kimelman & Baird, LLC $1.48B · New York, NY+ Inspire Advisors, LLC $1.33B · Meridian, ID+ Marble Harbor Investment Counsel, LLC $1.32B · Boston, MA
Boston, MA
Glen Head, NY
Grand Rapids, MI
Assets under management$1.41B$1.48B$1.34B
Asset growth, last 2 years+38%+33%+25%
Advisory staff18530
Individual clients1,0922,5662,468
Assets per client$1.3M$576K$541K
Clients per advisor6151382
Main custodianFidelity––
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack14–
People on Advicer.bio203038

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

ToolClaro Advisors Inc.Tsa Management IncCentennial Securities Company Inc
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)–Uses it–
Digital Onboarding
Marstone–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Claro Advisors Inc.: Fidelity · Tsa Management Inc: none listed · Centennial Securities Company Inc: none listed