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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):+ Prosperity Capital Advisors $4.39B · Westlake, OH+ Syon Capital LLC $4.38B · San Francisco, CA+ Clinton Investment Management, LLC $3.91B · Stamford, CT+ Ancora Private Wealth Advisors, LLC $3.9B · Cleveland, OH
Mercer Island, WA
Holland, MI
Celebration, FL
Assets under management$4.13B$4.37B$4.35B
Asset growth, last 2 years+26%+46%+50%
Advisory staff446188
Individual clients2,7588,79922,240
Assets per client$1.5M$497K$196K
Clients per advisor63144253
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack311
People on Advicer.bio616680

From each firm's latest Form ADV (Mar 2026, Sep 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, LLCGood Life Advisors, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Wealthscape (Fidelity)Uses it––
Website Builders
Squarespace–Uses it–
WixUses it––
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Northwest Asset Management: Fidelity, Schwab · Advisory Alpha, LLC: Schwab, Fidelity · Good Life Advisors, LLC: LPL Financial