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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 Wealth Advisors, LLC (swap one in):+ Apex Investment Group $211.1M · Hudson, MA+ Mason Capital Partners $210.6M · Boston, MA+ Financial Horizons, Inc. $190M+ Blueprint Wealth Management Inc. $190M · Ellicott City, MD
Braintree, MA
Needham, MA
Culver City, CA
Assets under management$200.1M$210.8M$190M
Asset growth, last 2 years+13%+41%–
Advisory staff646
Individual clients231129244
Assets per client$866K$1.6M$779K
Clients per advisor393241
Main custodianFidelityFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2026
Tools in their stack1–2
People on Advicer.bio636

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

ToolGenesis Wealth Advisors, LLCTraub Capital ManagementAltruist Advisors LLC
Custodial Platform
Altruist––Uses it
Financial Planning
Hazel––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Genesis Wealth Advisors, LLC: Fidelity · Traub Capital Management: Fidelity, Schwab · Altruist Advisors LLC: none listed