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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 Msa Financial (swap one in):+ Tsa Management Inc $1.48B · Glen Head, NY+ Sargent Investment Group $1.48B · Bethesda, MD+ Inspire Advisors, LLC $1.33B · Meridian, ID+ Marble Harbor Investment Counsel, LLC $1.32B · Boston, MA
Braintree, MA
New York, NY
Assets under management$1.41B$1.48B$1.33B
Asset growth, last 2 years+40%+8%+58%
Advisory staff869
Individual clients1,324242256
Assets per client$1.1M$6.1M$5.2M
Clients per advisor1664028
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–11
People on Advicer.bio8411

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

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.

ToolMsa FinancialKimelman & Baird, LLCGeometric Wealth Advisors, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Msa Financial: Fidelity · Kimelman & Baird, LLC: Fidelity, BNY · Geometric Wealth Advisors, LLC: Schwab