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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+ Centennial Securities Company Inc $1.34B · Grand Rapids, MI+ Inspire Advisors, LLC $1.33B · Meridian, ID
Hudson, OH
Cincinnati, OH
Assets under management$1.41B$1.51B$1.33B
Asset growth, last 2 years+81%+43%+58%
Advisory staff1139
Individual clients853415256
Assets per client$1.6M$3.6M$5.2M
Clients per advisor7813828
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2017
Tools in their stack321
People on Advicer.bio14411

From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 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 ManagementGeometric Wealth Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––
Performance Reporting
OrionUses it–Uses it

Custodians on Form ADV: Ellsworth Advisors, LLC: Schwab · Opus Capital Management: Schwab · Geometric Wealth Advisors, LLC: Schwab