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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 Marble Harbor Investment Counsel, LLC (swap one in):+ Wingate Wealth Advisors, Inc. $1.42B · Lexington, MA+ Journey Wealth Management $1.39B · Cleveland, OH+ Middleton & Company Inc. $1.23B · Boston, MA+ Berkshire Money Management, Inc. $1.23B · Dalton, MA
Boston, MA
Boston, MA
Braintree, MA
Assets under management$1.32B$1.41B$1.41B
Asset growth, last 2 years+31%+38%+40%
Advisory staff6188
Individual clients1971,0921,324
Assets per client$6.7M$1.3M$1.1M
Clients per advisor3361166
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio4208

From each firm's latest Form ADV (Mar 2026, Oct 2026, Jun 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.

ToolMarble Harbor Investment Counsel, LLCClaro Advisors Inc.Msa Financial
CRM
HubSpot–Uses it–

Custodians on Form ADV: Marble Harbor Investment Counsel, LLC: Schwab, Fidelity, Fiduciary Trust Company · Claro Advisors Inc.: Fidelity · Msa Financial: Fidelity