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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 Apex Investment Group (swap one in):+ Colrain Capital LLC $222.2M · Boston, MA+ Via IV Investments, LLC $221.8M · Burr Ridge, IL+ Genesis Wealth Advisors, LLC $200.1M · Braintree, MA+ Wh Cornerstone Investments Inc. $200M · Duxbury, MA
Hudson, MA
Boston, MA
Tupelo, MS
Assets under management$211.1M$223.1M$221.7M
Asset growth, last 2 years–+493%−18%
Advisory staff3621
Individual clients51927091
Assets per client$407K$826K$2.4M
Clients per advisor173454
Main custodian–FidelitySchwab
Filing with the SEC since202420212021
Tools in their stack–5–
People on Advicer.bio472

From each firm's latest Form ADV (Jun 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.

ToolApex Investment GroupWincap Financial LLCAddicus Advisory, LLC
CRM
Slant (Slant CRM)–Uses it–
SS&C Black Diamond–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Apex Investment Group: none listed · Wincap Financial LLC: Fidelity, Schwab · Addicus Advisory, LLC: Schwab, LPL Financial