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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 Genter Advisors LLC (swap one in):+ Willner & Heller LLC $193.1M · Encino, CA+ Pierson Wealth Management $192M · Atlanta, GA+ Wealthguard Advisors, Inc. $172.4M · Placerville, CA+ Prosperity Road, LLC $172.3M · Santa Ana, CA
Los Angeles, CA
Livermore, CA
El Segundo, CA
Assets under management$182.8M$192.9M$192.5M
Asset growth, last 2 years+16%+14%+22%
Advisory staff422
Individual clients544219135
Assets per client$336K$881K$1.4M
Clients per advisor13611068
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20182021
Tools in their stack–32
People on Advicer.bio722

From each firm's latest Form ADV (Apr 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.

ToolGenter Advisors LLCBaybridge Capital Group, LLCGreenshields Capital LLC
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Genter Advisors LLC: Schwab · Baybridge Capital Group, LLC: Schwab · Greenshields Capital LLC: Fidelity, Schwab