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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 Ellsworth Advisors, LLC (swap one in):+ Tsa Management Inc $1.48B · Glen Head, NY+ Kimelman & Baird, LLC $1.48B · New York, NY+ Inspire Advisors, LLC $1.33B · Meridian, ID+ Geometric Wealth Advisors, LLC $1.33B
Hudson, OH
Cincinnati, OH
Grand Rapids, MI
Assets under management$1.41B$1.51B$1.34B
Asset growth, last 2 years+81%+43%+25%
Advisory staff11330
Individual clients8534152,468
Assets per client$1.6M$3.6M$541K
Clients per advisor7813882
Main custodianSchwabSchwab–
Filing with the SEC since20182012 or earlier2015
Tools in their stack32–
People on Advicer.bio14438

From each firm's latest Form ADV (Feb 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.

ToolEllsworth Advisors, LLCOpus Capital ManagementCentennial Securities Company Inc
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––
Performance Reporting
OrionUses it––

Custodians on Form ADV: Ellsworth Advisors, LLC: Schwab · Opus Capital Management: Schwab · Centennial Securities Company Inc: none listed