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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 Grenda Group (swap one in):+ Bellwether Capital Management LLC $36.4M · Fair Oaks, CA+ Key Focus Wealth LLC $36.4M · San Ramon, CA+ Lighthouse Investment Advisors, Inc. $32.9M+ Sage Tree Wealth $32.6M · Fairport, NY
Buffalo, NY
Buffalo, NY
Assets under management$34.7M$36.6M$36.4M
Asset growth, last 2 years+20%––
Advisory staff202
Individual clients17512033
Assets per client$198K$305K$1.1M
Clients per advisor88–17
Main custodian–––
Filing with the SEC since201420262026
Tools in their stack––6
People on Advicer.bio–12

From each firm's latest Form ADV (Nov 2021, Mar 2026, Aug 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

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.

ToolGrenda GroupIbis Capital Management, LLCNorth Haven Financial LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it