Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Greensview Wealth Management (swap one in):+ Fairchild Financial Advisors, Inc. $127.3M · Folsom, CA+ Wright Wealth Strategies, LLC $127.2M · San Luis Obispo, CA+ Lightedway Advisory Services, Inc. $115M · Harrison, NY+ Coordinated Wealth Management, L.l.c. $113.9M · Hendersonville, TN
Franklin, TN
Springboro, OH
Ooltewah, TN
Assets under management$121.1M$127.2M$112.5M
Asset growth, last 2 years−8%−2%+317%
Advisory staff414
Individual clients178285262
Assets per client$680K$446K$429K
Clients per advisor4528566
Main custodianPershingSchwabSchwab
Filing with the SEC since201820222020
Tools in their stack–11
People on Advicer.bio–14

From each firm's latest Form ADV (Jan 2024, Oct 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.

ToolGreensview Wealth ManagementAxim Planning & WealthGenesis Investments
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Greensview Wealth Management: Pershing, Schwab · Axim Planning & Wealth: Schwab · Genesis Investments: Schwab