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 Mason Capital Partners (swap one in):+ Lyle & Forsyth Investment Managers $221.2M · San Rafael, CA+ Dwr Wealth Management, LLC $221.2M · San Jose, CA+ Wh Cornerstone Investments Inc. $200M · Duxbury, MA+ Sechrest Financial Services $199.2M · Acton, MA
Boston, MA
Boston, MA
Braintree, MA
Assets under management$210.6M$222.2M$200.1M
Asset growth, last 2 years+5%+117%+13%
Advisory staff436
Individual clients17787231
Assets per client$1.2M$2.6M$866K
Clients per advisor442939
Main custodianSchwabPershingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio4–6

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

ToolMason Capital PartnersColrain Capital LLCGenesis Wealth Advisors, LLC
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Mason Capital Partners: Schwab · Colrain Capital LLC: Pershing, BNY, J.P. Morgan, Fnz Trust Company, Schwab · Genesis Wealth Advisors, LLC: Fidelity