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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 Generous Wealth Management (swap one in):+ Retire Sensibly LLC $58.3M · Meridian, ID+ Edm Capital, LLC $58.2M · Phoenix, AZ+ Boyd Investment Services $52.6M · Henderson, NV+ Arena Wealth Advisors LLC $52.6M · Jeffersonville, IN
Lehi, UT
Assets under management$55.4M$58.2M$52.7M
Asset growth, last 2 years–+47%–
Advisory staff422
Individual clients7243854
Assets per client$770K$133K$975K
Clients per advisor1821927
Main custodian–Folio–
Filing with the SEC since202620202026
Tools in their stack216
People on Advicer.bio442

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

1 tool 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.

ToolGenerous Wealth ManagementMy Prosper TeamAlta Strada Wealth Management
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––
Client Texting
CurrentClient––Uses it
Custodial Platform
Altruist––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses itUses itUses it

Custodians on Form ADV: Generous Wealth Management: none listed · My Prosper Team: Folio, Schwab · Alta Strada Wealth Management: none listed