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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 Northwest Asset Management (swap one in):+ Syon Capital LLC $4.38B · San Francisco, CA+ Good Life Advisors, LLC $4.35B · Celebration, FL+ Ancora Private Wealth Advisors, LLC $3.9B · Cleveland, OH+ Voya Financial Advisors, Inc. $3.87B · Windsor, CT
Mercer Island, WA
Holland, MI
Stamford, CT
Assets under management$4.13B$4.37B$3.91B
Asset growth, last 2 years+26%+46%+37%
Advisory staff446111
Individual clients2,7588,7992,095
Assets per client$1.5M$497K$1.9M
Clients per advisor63144190
Main custodianFidelitySchwabMerrill
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack31–
People on Advicer.bio616611

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

ToolNorthwest Asset ManagementAdvisory Alpha, LLCClinton Investment Management, LLC
Website Builders
Squarespace–Uses it–
WixUses it––
CRM
Envestnet TamaracUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––

Custodians on Form ADV: Northwest Asset Management: Fidelity, Schwab · Advisory Alpha, LLC: Schwab, Fidelity · Clinton Investment Management, LLC: Merrill, Morgan Stanley, Schwab, UBS