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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 Gencap Portfolio Management (swap one in):+ O'boyle Wealth Management, Inc. $443.9M · Beverly Hills, CA+ Pavion Blue Capital, LLC $443.7M · Newport Beach, CA+ Concord Investment Counsel $397.9M · Irvine, CA+ Miramontes Capital, LLC $396.9M · Newport Beach, CA
Tiburon, CA
Danville, CA
Claremont, CA
Assets under management$420.4M$443.2M$442.7M
Asset growth, last 2 years+65%–+40%
Advisory staff833
Individual clients176121669
Assets per client$2.4M$3.7M$662K
Clients per advisor2240223
Main custodianSchwabFidelitySchwab
Filing with the SEC since201520232012 or earlier
Tools in their stack–1–
People on Advicer.bio727

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

ToolGencap Portfolio ManagementGreykasell Wealth Strategies, Inc.Lifesteps Financial
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Gencap Portfolio Management: Schwab, J.P. Morgan, Fidelity · Greykasell Wealth Strategies, Inc.: Fidelity, Schwab · Lifesteps Financial: Schwab