Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Generational Wealth, Inc. (swap one in):+ First Wilshire Securities Management, Inc. $415.5M · Pasadena, CA+ Ferguson Shapiro LLC $415.2M · Decatur, GA+ B.a. Roberts Financial Services, Inc. $373.9M · Marquette, MI+ Richard W. Paul & Associates, LLC $372.8M · Novi, MI
Zeeland, MI
Los Altos, CA
New York, NY
Assets under management$394.8M$415M$414.7M
Asset growth, last 2 years+53%+43%+17%
Advisory staff817
Individual clients665121354
Assets per client$594K$3.4M$1.2M
Clients per advisor8312151
Main custodianSchwabWells FargoSchwab
Filing with the SEC since202020232012 or earlier
Tools in their stack–26
People on Advicer.bio926

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

ToolGenerational Wealth, Inc.Flywheel Private Wealth LLCMomentum Advisors
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Investment Data/Analytics
Morningstar––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Generational Wealth, Inc.: Schwab · Flywheel Private Wealth LLC: Wells Fargo · Momentum Advisors: Schwab