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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+ Good Life Advisors, LLC $4.35B · Celebration, FL+ Clinton Investment Management, LLC $3.91B · Stamford, CT+ Ancora Private Wealth Advisors, LLC $3.9B · Cleveland, OH
Mercer Island, WA
Holland, MI
San Francisco, CA
Assets under management$4.13B$4.37B$4.38B
Asset growth, last 2 years+26%+46%+73%
Advisory staff44615
Individual clients2,7588,79964
Assets per client$1.5M$497K$68.4M
Clients per advisor6314413
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack312
People on Advicer.bio616612

From each firm's latest Form ADV (Mar 2026, Jul 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, LLCSyon Capital LLC
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Website Builders
Squarespace–Uses it–
WixUses it––
Client File Sharing
ShareFile––Uses it
Custodial Platform
Wealthscape (Fidelity)Uses it––

Custodians on Form ADV: Northwest Asset Management: Fidelity, Schwab · Advisory Alpha, LLC: Schwab, Fidelity · Syon Capital LLC: Schwab