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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+ Geometric Wealth Advisors, LLC $1.33B
Braintree, MA
New York, NY
Boston, MA
Assets under management$1.41B$1.48B$1.32B
Asset growth, last 2 years+40%+8%+31%
Advisory staff866
Individual clients1,324242197
Assets per client$1.1M$6.1M$6.7M
Clients per advisor1664033
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio844

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

ToolMsa FinancialKimelman & Baird, LLCMarble Harbor Investment Counsel, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–

Custodians on Form ADV: Msa Financial: Fidelity · Kimelman & Baird, LLC: Fidelity, BNY · Marble Harbor Investment Counsel, LLC: Schwab, Fidelity, Fiduciary Trust Company