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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 Greenrock Advisory LLC (swap one in):+ Adair Wealth Management $51.3M+ Fiduciary Global Advisors $51.2M+ J. Mangone Capital Management LLC $46.3M+ Weaver Financial $46.3M · Mission, KS
Clovis, CA
Nashville, TN
Assets under management$48.8M$51.3M$51.3M
Asset growth, last 2 years––+3,562%
Advisory staff112
Individual clients485413
Assets per client$1M$949K$3.9M
Clients per advisor48547
Main custodian––Interactive Brokers
Filing with the SEC since202620262020
Tools in their stack112
People on Advicer.bio112

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

ToolGreenrock Advisory LLCSimplifiedfpUpholdings
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Greenrock Advisory LLC: none listed · Simplifiedfp: none listed · Upholdings: Interactive Brokers