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 Securestate (swap one in):+ Evergreen Wealth Advisors $112.5M · Raleigh, NC+ 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
Ooltewah, TN
Assets under management$106.9M$112.3M$112.5M
Asset growth, last 2 years––+317%
Advisory staff224
Individual clients27886262
Assets per client$384K$1.3M$429K
Clients per advisor1394366
Main custodian––Schwab
Filing with the SEC since202620242020
Tools in their stack–11
People on Advicer.bio224

From each firm's latest Form ADV (Mar 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

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 PartnersGenesis Investments
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Securestate: none listed · Aria Wealth Partners: none listed · Genesis Investments: Schwab