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 Msa Financial (swap one in):+ Tbh Global Asset Management, LLC $1.48B · Brentwood, TN+ Tsa Management Inc $1.48B · Glen Head, NY+ Inspire Advisors, LLC $1.33B · Meridian, ID+ Marble Harbor Investment Counsel, LLC $1.32B · Boston, MA
Braintree, MA
New York, NY
Bethesda, MD
Assets under management$1.41B$1.48B$1.48B
Asset growth, last 2 years+40%+8%+29%
Advisory staff8613
Individual clients1,324242396
Assets per client$1.1M$6.1M$3.7M
Clients per advisor1664030
Main custodianFidelityFidelityFolio
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–11
People on Advicer.bio8413

From each firm's latest Form ADV (Jun 2026, Apr 2026, May 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, LLCSargent Investment Group
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Msa Financial: Fidelity · Kimelman & Baird, LLC: Fidelity, BNY · Sargent Investment Group: Folio, Schwab