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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):+ Key Focus Wealth LLC $36.4M · San Ramon, CA+ North Haven Financial LLC $36.4M+ Lighthouse Investment Advisors, Inc. $32.9M+ Theory Planning Partners $32.9M
Buffalo, NY
Buffalo, NY
Fairport, NY
Assets under management$34.7M$36.6M$32.6M
Asset growth, last 2 years+20%–−44%
Advisory staff202
Individual clients175120198
Assets per client$198K$305K$165K
Clients per advisor88–99
Main custodian––Interactive Brokers
Filing with the SEC since201420262018
Tools in their stack––2
People on Advicer.bio–12

From each firm's latest Form ADV (Nov 2021, 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.

ToolGrenda GroupIbis Capital Management, LLCSage Tree Wealth
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Grenda Group: none listed · Ibis Capital Management, LLC: none listed · Sage Tree Wealth: Interactive Brokers, Folio