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.

Gen2 Advisors, LLC
Your Wealth Matters LLC
Wasi

	Gen2 Advisors, LLC	Your Wealth Matters LLC St. Louis, MO	Wasi Mill Valley, CA
Assets under management	$67.5M	$71M	$70.9M
Asset growth, last 2 years	–	–	+151%
Advisory staff	1	4	1
Individual clients	17	129	445
Assets per client	$4M	$550K	$159K
Clients per advisor	17	32	445
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2012 or earlier
Tools in their stack	4	–	1
People on Advicer.bio	1	4	1

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