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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 Gentry Private Wealth (swap one in):+ Johnson Wealth Management, LLC $323.4M · Grand Forks, ND+ Choice Wealth Advisors LLC $323.3M · Waterville, ME+ Cornerstone Financial Group,LLC $292.2M · Omaha, NE+ Retirement Portfolios, LLC $290M · Lawrence, KS
Wichita, KS
Milford, OH
Mobile, AL
Assets under management$307.7M$323.3M$323.2M
Asset growth, last 2 years+38%+32%−2%
Advisory staff431
Individual clients241613180
Assets per client$1.3M$527K$1.8M
Clients per advisor60204180
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220202012 or earlier
Tools in their stack221
People on Advicer.bio436

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.

ToolGentry Private WealthBrown Financial Advisors, LLCAull & Monroe
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Gentry Private Wealth: Schwab, Nationwide Securities, LLC · Brown Financial Advisors, LLC: Schwab · Aull & Monroe: Schwab