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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):+ Quraishi Wealth Management $53M · Jonesboro, AR+ Clark Wealth Strategies, Inc $53M · Omaha, NE+ Apis Wealth, LLC $47.9M+ Dreyfuss Capital Management LLC $47.9M · Jackson, WY
Upper Arlington, OH
Austin, TX
Assets under management$50.5M$53M$53M
Asset growth, last 2 years–––
Advisory staff312
Individual clients66084
Assets per client$8.4M$883K$631K
Clients per advisor26042
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack225
People on Advicer.bio312

From each firm's latest Form ADV (Jun 2026, Oct 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 ManagementSolstice Wealth
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Website Builders
Wix–Uses itUses it
SquarespaceUses it––
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Altruist––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it