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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):+ Northwest Criterion Asset Management, L.l.c. $58.3M · Princeton, NJ+ Retire Sensibly LLC $58.3M · Meridian, ID+ Alta Strada Wealth Management $52.7M+ Boyd Investment Services $52.6M · Henderson, NV
Lehi, UT
Phoenix, AZ
Assets under management$55.4M$58.2M$58.2M
Asset growth, last 2 years–+47%–
Advisory staff421
Individual clients7243869
Assets per client$770K$133K$844K
Clients per advisor1821969
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). 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 TeamEdm Capital, 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 · Edm Capital, LLC: none listed