Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Meeder Advisory Services, Inc. (swap one in):+ Carrick Lane LLC $3.03B · New York, NY+ Chesley, Taft & Associates, LLC $3.01B · Chicago, IL+ Giverny Capital $2.7B · Montreal+ Sagewood Asset Management LP $2.7B · New York, NY
Dublin, OH
Philadelphia, PA
Atlanta, GA
Assets under management$2.86B$3.02B$3.02B
Asset growth, last 2 years+98%+101%+14%
Advisory staff54718
Individual clients3,5946443,062
Assets per client$797K$4.7M$987K
Clients per advisor6792170
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20132023
Tools in their stack–21
People on Advicer.bio19712

From each firm's latest Form ADV (Apr 2026, Sep 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.

ToolMeeder Advisory Services, Inc.Elm WealthGlobalt Investments
CRM
HubSpot–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Meeder Advisory Services, Inc.: Schwab, Pershing · Elm Wealth: Fidelity · Globalt Investments: Fidelity