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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):+ Mason Capital Partners $210.6M · Boston, MA+ Macroclimate LLC $210.1M+ Financial Horizons, Inc. $190M+ Pacific Value, LLC $190M · Boise, ID
Braintree, MA
Needham, MA
Hudson, MA
Assets under management$200.1M$210.8M$211.1M
Asset growth, last 2 years+13%+41%–
Advisory staff643
Individual clients231129519
Assets per client$866K$1.6M$407K
Clients per advisor3932173
Main custodianFidelityFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack1––
People on Advicer.bio634

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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 ManagementApex Investment Group
Portfolio Management
OrionUses it––

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