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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 Mason Capital Partners (swap one in):+ Lyle & Forsyth Investment Managers $221.2M · San Rafael, CA+ Dwr Wealth Management, LLC $221.2M · San Jose, CA+ Genesis Wealth Advisors, LLC $200.1M · Braintree, MA+ Wh Cornerstone Investments Inc. $200M · Duxbury, MA
Boston, MA
Boston, MA
Acton, MA
Assets under management$210.6M$222.2M$199.2M
Asset growth, last 2 years+5%+117%+30%
Advisory staff432
Individual clients1778753
Assets per client$1.2M$2.6M$3.8M
Clients per advisor442927
Main custodianSchwabPershingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio4–2

From each firm's latest Form ADV (Mar 2026, Jan 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 LLCSechrest Financial Services
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 · Sechrest Financial Services: Fidelity