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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):+ 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+ Inspire Advisors, LLC $1.33B · Meridian, ID
Hudson, OH
Cincinnati, OH
Glen Head, NY
Assets under management$1.41B$1.51B$1.48B
Asset growth, last 2 years+81%+43%+33%
Advisory staff1135
Individual clients8534152,566
Assets per client$1.6M$3.6M$576K
Clients per advisor78138513
Main custodianSchwabSchwab–
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack324
People on Advicer.bio14430

From each firm's latest Form ADV (Feb 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.

ToolEllsworth Advisors, LLCOpus Capital ManagementTsa Management Inc
Custodial Platform
Charles SchwabUses itUses it–
NetX360 (Pershing)––Uses it
CRM
Envestnet Tamarac–Uses it–
Digital Onboarding
Marstone––Uses it
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
OrionUses it–Uses it

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