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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 January Capital Advisors (swap one in):+ Ball & Company $203.1M+ Syntax Research, Inc. $202.9M · Boca Raton, FL+ Barden Capital Management, Inc. $183.5M+ Altamont Wealth Management, Inc. $182.9M · Livermore, CA
San Francisco, CA
Traverse City, MI
Los Angeles, CA
Assets under management$193.2M$203M$182.8M
Asset growth, last 2 years−10%+26%+16%
Advisory staff234
Individual clients180176544
Assets per client$1.1M$1.2M$336K
Clients per advisor9059136
Main custodianSchwabFidelitySchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack162–
People on Advicer.bio137

From each firm's latest Form ADV (Mar 2026, May 2026, Apr 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.

ToolJanuary Capital AdvisorsIndependent Wealth Management, LLCGenter Advisors LLC
Financial Planning
RightCapital (Right Capital)Uses itUses it–
eMoney–Uses it–
Advice Engagement
fpPathfinderUses it––
Client Data Gathering
JotformUses it––
Client Meeting Support
JumpUses it––
Client Texting
CurrentClientUses it––
Communications Archiving/Monitoring
GreenboardUses it––
Custodial Platform
Charles SchwabUses it––
Email & Office Suites
Microsoft 365Uses it––
Email Newsletters
SubstackUses it––
Estate Planning
EncorEstate PlansUses it––
Investment Data/Analytics
KwantiUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––
Tax Planning
HolistiplanUses it––
Video Meetings & Messaging
ZoomUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: January Capital Advisors: Schwab · Independent Wealth Management, LLC: Fidelity · Genter Advisors LLC: Schwab