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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+ Centennial Securities Company Inc $1.34B · Grand Rapids, MI+ Marble Harbor Investment Counsel, LLC $1.32B · Boston, MA
Boston, MA
Glen Head, NY
Louisville, KY
Assets under management$1.41B$1.48B$1.48B
Asset growth, last 2 years+38%+33%−20%
Advisory staff1858
Individual clients1,0922,566599
Assets per client$1.3M$576K$2.5M
Clients per advisor6151375
Main custodianFidelity–UBS
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack14–
People on Advicer.bio20304

From each firm's latest Form ADV (Oct 2026, Mar 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 IncCullinan Associates, 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 · Cullinan Associates, Inc.: UBS, Fidelity