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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+ Main Advisory, Inc. $162.7M · Canonsburg, PA+ Jeffrey Matthews Wealth Management, LLC $161.7M · Florham Park, NJ
Paramus, NJ
Mount Arlington, NJ
St. Petersburg, FL
Assets under management$171.3M$180.5M$162.7M
Asset growth, last 2 years–––
Advisory staff127
Individual clients7023979
Assets per client$2.4M$755K$2.1M
Clients per advisor7012011
Main custodian–FidelitySchwab
Filing with the SEC since202320242024
Tools in their stack11–
People on Advicer.bio127

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 FinancialSagace Wealth Management
Custodial Platform
Charles SchwabUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Genesis Financial Group, LLC: none listed · Roxbury Financial: Fidelity · Sagace Wealth Management: Schwab