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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+ Geometric Wealth Advisors, LLC $1.33B+ Marble Harbor Investment Counsel, LLC $1.32B · Boston, MA
Braintree, MA
New York, NY
Meridian, ID
Assets under management$1.41B$1.48B$1.33B
Asset growth, last 2 years+40%+8%+59%
Advisory staff8663
Individual clients1,3242423,523
Assets per client$1.1M$6.1M$378K
Clients per advisor1664056
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–14
People on Advicer.bio8475

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, LLCInspire Advisors, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
HubSpot––Uses it
Website Builders
Webflow––Uses it

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