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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+ Alta Strada Wealth Management $52.7M+ Boyd Investment Services $52.6M · Henderson, NV
Lehi, UT
Jeffersonville, IN
Assets under management$55.4M$58.2M$52.6M
Asset growth, last 2 years–+47%–
Advisory staff421
Individual clients7243851
Assets per client$770K$133K$1M
Clients per advisor1821951
Main custodian–Folio–
Filing with the SEC since202620202026
Tools in their stack211
People on Advicer.bio441

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

ToolGenerous Wealth ManagementMy Prosper TeamArena Wealth Advisors LLC
Website Builders
WebflowUses itUses it–
Wix––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––

Custodians on Form ADV: Generous Wealth Management: none listed · My Prosper Team: Folio, Schwab · Arena Wealth Advisors LLC: none listed