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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+ Macroclimate LLC $210.1M+ Financial Horizons, Inc. $190M+ Pacific Value, LLC $190M · Boise, ID
Braintree, MA
Needham, MA
Boston, MA
Assets under management$200.1M$210.8M$210.6M
Asset growth, last 2 years+13%+41%+5%
Advisory staff644
Individual clients231129177
Assets per client$866K$1.6M$1.2M
Clients per advisor393244
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio634

From each firm's latest Form ADV (Feb 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.

ToolGenesis Wealth Advisors, LLCTraub Capital ManagementMason Capital Partners
Portfolio Management
OrionUses it––

Custodians on Form ADV: Genesis Wealth Advisors, LLC: Fidelity · Traub Capital Management: Fidelity, Schwab · Mason Capital Partners: Schwab