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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 Gen2 Advisors, LLC (swap one in):+ Zora Financial $71M+ Wasi $70.9M · Mill Valley, CA+ Miller Capital Management, Inc. $64.1M · Bethesda, MD+ Goto Financial $64.1M
St. Louis, MO
Diamond Bar, CA
Assets under management$67.5M$71M$64.2M
Asset growth, last 2 years–––
Advisory staff143
Individual clients17129126
Assets per client$4M$550K$509K
Clients per advisor173242
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack4––
People on Advicer.bio143

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

ToolGen2 Advisors, LLCYour Wealth Matters LLCLagos Wealth Advisors
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Website Builders
WebflowUses it––