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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 Genesis Financial Group, LLC (swap one in):+ Woloshin Investment Management, LLC $180.4M · Medford, NJ+ Ember L. Flack, Jd, CFP, Clu, Chfc $180M+ Sagace Wealth Management $162.7M · St. Petersburg, FL+ Jeffrey Matthews Wealth Management, LLC $161.7M · Florham Park, NJ
Paramus, NJ
Mount Arlington, NJ
Canonsburg, PA
Assets under management$171.3M$180.5M$162.7M
Asset growth, last 2 years––+40%
Advisory staff122
Individual clients70239214
Assets per client$2.4M$755K$760K
Clients per advisor70120107
Main custodian–FidelityFidelity
Filing with the SEC since202320242023
Tools in their stack113
People on Advicer.bio122

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

ToolGenesis Financial Group, LLCRoxbury FinancialMain Advisory, Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Genesis Financial Group, LLC: none listed · Roxbury Financial: Fidelity · Main Advisory, Inc.: Fidelity, Axos Clearing