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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 Renaud & Company, LLC (swap one in):+ Halcyon Global Advisors $221.3M · Dallas, TX+ Asset Management Advisors, LLC $221.3M · Oklahoma City, OK+ Chapman Investment Management, LLC $200.1M+ Radix Organization, Inc. $200.1M · New York, NY
O'fallon, MO
Prosper, TX
Braintree, MA
Assets under management$210.7M$221.3M$200.1M
Asset growth, last 2 years+47%+23%+13%
Advisory staff216
Individual clients953184231
Assets per client$221K$1.2M$866K
Clients per advisor47718439
Main custodianTrade-PMRSchwabFidelity
Filing with the SEC since202120192012 or earlier
Tools in their stack–51
People on Advicer.bio216

From each firm's latest Form ADV (Jul 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.

ToolRenaud & Company, LLCWisdom Index AdvisorsGenesis Wealth Advisors, LLC
Client Data Gathering
Jotform–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Renaud & Company, LLC: Trade-PMR · Wisdom Index Advisors: Schwab, Axos Clearing · Genesis Wealth Advisors, LLC: Fidelity