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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 Greensview Wealth Management (swap one in):+ Fairchild Financial Advisors, Inc. $127.3M · Folsom, CA+ Wright Wealth Strategies, LLC $127.2M · San Luis Obispo, CA+ Coordinated Wealth Management, L.l.c. $113.9M · Hendersonville, TN+ Genesis Investments $112.5M · Ooltewah, TN
Franklin, TN
Springboro, OH
Harrison, NY
Assets under management$121.1M$127.2M$115M
Asset growth, last 2 years−8%−2%+49%
Advisory staff411
Individual clients178285267
Assets per client$680K$446K$431K
Clients per advisor45285267
Main custodianPershingSchwabSchwab
Filing with the SEC since201820222021
Tools in their stack–1–
People on Advicer.bio–11

From each firm's latest Form ADV (Jan 2024, Oct 2026, Feb 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 & WealthLightedway Advisory Services, Inc.
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Greensview Wealth Management: Pershing, Schwab · Axim Planning & Wealth: Schwab · Lightedway Advisory Services, Inc.: Schwab