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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 Genereux Investment Management, Inc. (swap one in):+ 1n Capital, LLC $135.9M+ Loretta Nolan Associates, LLC $135.8M · Old Greenwich, CT+ Legacy Financial Services Group, Inc. $122.8M · Traverse City, MI+ Enduring Wealth Advisors $122.8M · Temecula, CA
Windham, NH
Naples, FL
Assets under management$129.3M$135.8M$135.8M
Asset growth, last 2 years+6%+23%−6%
Advisory staff112
Individual clients7634343
Assets per client$1.7M$396K$3.2M
Clients per advisor7634322
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack–21
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Sep 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.

ToolGenereux Investment Management, Inc.Financial Management Associates, LLCLuma Capital
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Genereux Investment Management, Inc.: Schwab · Financial Management Associates, LLC: Schwab · Luma Capital: Schwab