Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Clinton Investment Management, LLC $3.91B · Stamford, CT+ Ancora Private Wealth Advisors, LLC $3.9B · Cleveland, OH
Mercer Island, WA
Holland, MI
Windsor, CT
Assets under management$4.13B$4.37B$3.87B
Asset growth, last 2 years+26%+46%+44%
Advisory staff4461638
Individual clients2,7588,79916,313
Assets per client$1.5M$497K$237K
Clients per advisor6314426
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack31–
People on Advicer.bio6166752

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, LLCVoya Financial Advisors, Inc.
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 · Voya Financial Advisors, Inc.: Pershing, Voya Institutional Trust Company