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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 Integrity Asset Management, LLC (swap one in):+ Northstar Capital Advisors LLC $51.6M+ Purple Dog Investments LLC $51.6M · Springfield, NJ+ Sequoia Private Wealth Management, LLC $46.6M · Irving, TX+ Neale Financial, LLC $46.6M
Staten Island, NY
Irvine, CA
Assets under management$49.1M$51.6M$51.6M
Asset growth, last 2 years–+91%+106%
Advisory staff122
Individual clients669153
Assets per client$744K$567K$974K
Clients per advisor664627
Main custodian–Schwab–
Filing with the SEC since202620222012 or earlier
Tools in their stack–21
People on Advicer.bio132

From each firm's latest Form ADV (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.

ToolIntegrity Asset Management, LLCPurevestDba Generational Wealth Strategies
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Integrity Asset Management, LLC: none listed · Purevest: Schwab · Dba Generational Wealth Strategies: none listed