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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 Gen Financial Management Inc. (swap one in):+ Lfa $351.5M · St. Cloud, MN+ Wittlin Advisory $348.5M+ Marcellus Investment Managers Private Limited $315.2M · Mumbai, Maharashtra+ Paradigm, Strategies in Wealth Management, LLC $313.7M · Maple Grove, MN
Plymouth, MN
Rochester, MN
Waseca, MN
Assets under management$331.8M$352.3M$311.6M
Asset growth, last 2 years−19%+40%–
Advisory staff375
Individual clients246330714
Assets per client$1.3M$1.1M$436K
Clients per advisor8247143
Main custodianSchwabFidelitySEI
Filing with the SEC since2012 or earlier20212024
Tools in their stack14–
People on Advicer.bio486

From each firm's latest Form ADV (Feb 2026, Oct 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.

ToolGen Financial Management Inc.Fortress Financial Group, LLCIwealth
CRM
Envestnet TamaracUses it––
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
GReminders–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Gen Financial Management Inc.: Schwab, Fidelity · Fortress Financial Group, LLC: Fidelity · Iwealth: SEI, LPL Financial