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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 Gensphere Private Wealth, LLC (swap one in):+ Crawford Wealth Management $53M+ Star Financial Services $53M+ Dreyfuss Capital Management LLC $47.9M · Jackson, WY+ Ladewig Investment Management, LLC $47.9M
Upper Arlington, OH
Assets under management$50.5M$53M$47.9M
Asset growth, last 2 years–––
Advisory staff311
Individual clients66039
Assets per client$8.4M$883K$1.2M
Clients per advisor26039
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack22–
People on Advicer.bio311

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

ToolGensphere Private Wealth, LLCFiducia Wealth ManagementApis Wealth, LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––