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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 Sjbenen Advisory, LLC (swap one in):+ Gencap Portfolio Management $420.4M · Tiburon, CA+ Acima Private Wealth LLC $420.4M · Richmond, VA+ Fortiter Wealth Management, LLC $379.9M · Houston, TX+ Burkholder Wealth Management $379.9M · Tulsa, OK
Auburn, NY
Scottsdale, AZ
Assets under management$399.9M$420.3M$420.2M
Asset growth, last 2 years+58%+28%+26%
Advisory staff224
Individual clients13954488
Assets per client$2.9M$773K$4.8M
Clients per advisor7027222
Main custodianInteractive BrokersSchwabSchwab
Filing with the SEC since202020132012 or earlier
Tools in their stack––1
People on Advicer.bio225

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

ToolSjbenen Advisory, LLCGenesee Capital Advisors, LLCExeter Financial, LLC
Website Builders
Webflow––Uses it

Custodians on Form ADV: Sjbenen Advisory, LLC: Interactive Brokers, Schwab · Genesee Capital Advisors, LLC: Schwab · Exeter Financial, LLC: Schwab