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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 Meeder Advisory Services, Inc. (swap one in):+ Globalt Investments $3.02B · Atlanta, GA+ Chesley, Taft & Associates, LLC $3.01B · Chicago, IL+ Giverny Capital $2.7B · Montreal+ Npf Investment Advisors $2.69B · Grand Rapids, MI
Dublin, OH
Philadelphia, PA
New York, NY
Assets under management$2.86B$3.02B$2.7B
Asset growth, last 2 years+98%+101%+2%
Advisory staff5473
Individual clients3,594644232
Assets per client$797K$4.7M$11.6M
Clients per advisor679277
Main custodianSchwabFidelityMorgan Stanley
Filing with the SEC since2012 or earlier20132015
Tools in their stack–2–
People on Advicer.bio197–

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

ToolMeeder Advisory Services, Inc.Elm WealthSagewood Asset Management LP
CRM
HubSpot–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Meeder Advisory Services, Inc.: Schwab, Pershing · Elm Wealth: Fidelity · Sagewood Asset Management LP: Morgan Stanley, Stifel, Pershing, J.P. Morgan