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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+ Greenshields Capital LLC $192.5M · El Segundo, CA+ Wealthguard Advisors, Inc. $172.4M · Placerville, CA+ Prosperity Road, LLC $172.3M · Santa Ana, CA
Los Angeles, CA
Livermore, CA
Atlanta, GA
Assets under management$182.8M$192.9M$192M
Asset growth, last 2 years+16%+14%−37%
Advisory staff423
Individual clients544219255
Assets per client$336K$881K$753K
Clients per advisor13611085
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier20182018
Tools in their stack–33
People on Advicer.bio723

From each firm's latest Form ADV (Apr 2026, Mar 2026, Aug 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, LLCPierson Wealth Management
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac–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 · Pierson Wealth Management: Raymond James, Fidelity