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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 Geovest Advisors Inc (swap one in):+ Bannerstone Capital $155.3M · Wayzata, MN+ Grp Retirement Planning $155.3M · Farmingdale, ME+ Excomp Asset Management LTD $140.2M · Melville, NY+ Beyond Wealth Management Group, LLC $139.4M · New Paltz, NY
Fairport, NY
Corning, NY
Denver, CO
Assets under management$147.9M$157M$155.3M
Asset growth, last 2 years+40%+64%+53%
Advisory staff632
Individual clients150218115
Assets per client$986K$720K$1.4M
Clients per advisor257358
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–51
People on Advicer.bio–32

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

ToolGeovest Advisors IncRooted Planning GroupInfinium Investment Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
Vanguard–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
CRM
HubSpot––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Geovest Advisors Inc: Schwab · Rooted Planning Group: Schwab · Infinium Investment Advisors, LLC: Fidelity