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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 Securestate (swap one in):+ Genesis Investments $112.5M · Ooltewah, TN+ Pillar6 Advisors, LLC $112.3M · San Francisco, CA+ Sequentis Capital LLC $101.5M · Boston, MA+ Corwin Company LLC $101.3M · Indianapolis, IN
Pendleton, IN
Charlottesville, VA
Raleigh, NC
Assets under management$106.9M$112.3M$112.5M
Asset growth, last 2 years––+9%
Advisory staff227
Individual clients27886142
Assets per client$384K$1.3M$792K
Clients per advisor1394320
Main custodian–––
Filing with the SEC since202620242023
Tools in their stack–1–
People on Advicer.bio223

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

ToolSecurestateAria Wealth PartnersEvergreen Wealth Advisors
Planning Light
Advyzon–Uses it–