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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 Intelligent Investing (swap one in):+ Masterpiece Capital, LLC $124.9M · Austin, TX+ Capital Advisor Network $124.5M · Lafayette, IN+ Genesis Investments $112.5M · Ooltewah, TN+ Evergreen Wealth Advisors $112.5M · Raleigh, NC
Gig Harbor, WA
Assets under management$118.5M$124.7M$124.7M
Asset growth, last 2 years–––
Advisory staff112
Individual clients957515
Assets per client$1.2M$1.7M$8.3M
Clients per advisor95758
Main custodian–Schwab–
Filing with the SEC since202420242024
Tools in their stack–––
People on Advicer.bio112

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 · Harborview Asset Management LLC: none listed