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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):+ Dba Generational Wealth Strategies $51.6M · Irvine, CA+ Northstar Capital Advisors LLC $51.6M+ Sequoia Private Wealth Management, LLC $46.6M · Irving, TX+ Neale Financial, LLC $46.6M
Staten Island, NY
Springfield, NJ
Assets under management$49.1M$51.6M$51.6M
Asset growth, last 2 years–+91%–
Advisory staff121
Individual clients6691279
Assets per client$744K$567K$185K
Clients per advisor6646279
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack–2–
People on Advicer.bio131

From each firm's latest Form ADV (Mar 2026, Jan 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, LLCPurevestPurple Dog Investments LLC
Digital Marketing
Mailchimp–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Integrity Asset Management, LLC: none listed · Purevest: Schwab · Purple Dog Investments LLC: none listed