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 Intelligent Investing (swap one in):+ Masterpiece Capital, LLC $124.9M · Austin, TX+ Harborview Asset Management LLC $124.7M · Gig Harbor, WA+ Genesis Investments $112.5M · Ooltewah, TN+ Evergreen Wealth Advisors $112.5M · Raleigh, NC
Lafayette, IN
Assets under management$118.5M$124.7M$124.5M
Asset growth, last 2 years––+33%
Advisory staff119
Individual clients9575900
Assets per client$1.2M$1.7M$138K
Clients per advisor9575100
Main custodian–SchwabSchwab
Filing with the SEC since202420242022
Tools in their stack–––
People on Advicer.bio118

From each firm's latest Form ADV (Aug 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Intelligent Investing: none listed · Ngp Financial Planning, LLC: Schwab · Capital Advisor Network: Schwab, Millennium Trust