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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+ Essex Capital Management $46.3M
Clovis, CA
Mission, KS
Assets under management$48.8M$51.3M$46.3M
Asset growth, last 2 years––−24%
Advisory staff111
Individual clients485412
Assets per client$1M$949K$3.9M
Clients per advisor485412
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack111
People on Advicer.bio111

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

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 LLCSimplifiedfpWeaver Financial
Advisor Lead Gen
Fee-Only Network––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it––