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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 Monarch Wealth Management, LLC (swap one in):+ Jurick Financial Services $52.1M · Parkland, FL+ Stubbs Investments, LLC $52.1M+ High Grade Investment Solutions, LLC $47.1M+ Cortez Wealth Management $47.1M · El Paso, TX
Leawood, KS
Topeka, KS
Memphis, TN
Assets under management$49.6M$52.3M$47.1M
Asset growth, last 2 years–––
Advisory staff123
Individual clients2214795
Assets per client$2.3M$356K$496K
Clients per advisor227432
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–35
People on Advicer.bio123

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

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.

ToolMonarch Wealth Management, LLCGenerations Wealth DesignLonetree Wealth Management
Custodial Platform
Altruist–Uses it–
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it