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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
Meridian, ID
Assets under management$1.41B$1.48B$1.33B
Asset growth, last 2 years+38%+33%+59%
Advisory staff18563
Individual clients1,0922,5663,523
Assets per client$1.3M$576K$378K
Clients per advisor6151356
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack144
People on Advicer.bio203075

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 IncInspire Advisors, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
CRM
HubSpotUses it–Uses it
Digital Onboarding
Marstone–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Claro Advisors Inc.: Fidelity · Tsa Management Inc: none listed · Inspire Advisors, LLC: Schwab, Folio