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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):+ Pavion Blue Capital, LLC $443.7M · Newport Beach, CA+ Lifesteps Financial $442.7M · Claremont, CA+ Concord Investment Counsel $397.9M · Irvine, CA+ New Insight Wealth Advisors $396.9M · San Ramon, CA
Tiburon, CA
Danville, CA
Newport Beach, CA
Assets under management$420.4M$443.2M$396.9M
Asset growth, last 2 years+65%–+53%
Advisory staff838
Individual clients176121744
Assets per client$2.4M$3.7M$534K
Clients per advisor224093
Main custodianSchwabFidelitySchwab
Filing with the SEC since201520232015
Tools in their stack–1–
People on Advicer.bio7211

From each firm's latest Form ADV (Mar 2026, Sep 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.Miramontes Capital, LLC
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 · Miramontes Capital, LLC: Schwab