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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+ Geometric Wealth Advisors, LLC $1.33B
Hudson, OH
Cincinnati, OH
Meridian, ID
Assets under management$1.41B$1.51B$1.33B
Asset growth, last 2 years+81%+43%+59%
Advisory staff11363
Individual clients8534153,523
Assets per client$1.6M$3.6M$378K
Clients per advisor7813856
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2019
Tools in their stack324
People on Advicer.bio14475

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

1 tool 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 ManagementInspire Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot––Uses it
Custodial Platform
Charles SchwabUses itUses itUses it
Altruist––Uses it
Financial Planning
eMoneyUses it––
Performance Reporting
OrionUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Ellsworth Advisors, LLC: Schwab · Opus Capital Management: Schwab · Inspire Advisors, LLC: Schwab, Folio