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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):+ Cullinan Associates, Inc. $1.48B · Louisville, KY+ Tbh Global Asset Management, LLC $1.48B · Brentwood, TN+ Centennial Securities Company Inc $1.34B · Grand Rapids, MI+ Marble Harbor Investment Counsel, LLC $1.32B · Boston, MA
Boston, MA
Glen Head, NY
New York, NY
Assets under management$1.41B$1.48B$1.48B
Asset growth, last 2 years+38%+33%+8%
Advisory staff1856
Individual clients1,0922,566242
Assets per client$1.3M$576K$6.1M
Clients per advisor6151340
Main custodianFidelity–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack141
People on Advicer.bio20304

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 IncKimelman & Baird, LLC
Custodial Platform
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)––Uses it
CRM
HubSpotUses 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 · Kimelman & Baird, LLC: Fidelity, BNY