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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+ Addicus Advisory, LLC $221.7M · Tupelo, MS+ Wh Cornerstone Investments Inc. $200M · Duxbury, MA+ Sechrest Financial Services $199.2M · Acton, MA
Hudson, MA
Boston, MA
Braintree, MA
Assets under management$211.1M$223.1M$200.1M
Asset growth, last 2 years–+493%+13%
Advisory staff366
Individual clients519270231
Assets per client$407K$826K$866K
Clients per advisor1734539
Main custodian–FidelityFidelity
Filing with the SEC since202420212012 or earlier
Tools in their stack–51
People on Advicer.bio476

From each firm's latest Form ADV (Jun 2026, Feb 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 LLCGenesis Wealth Advisors, LLC
CRM
Slant (Slant CRM)–Uses it–
SS&C Black Diamond–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Apex Investment Group: none listed · Wincap Financial LLC: Fidelity, Schwab · Genesis Wealth Advisors, LLC: Fidelity