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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 Opulent Wealth (swap one in):+ Northstar Capital Advisors LLC $51.6M+ Purple Dog Investments LLC $51.6M · Springfield, NJ+ Sequoia Private Wealth Management, LLC $46.6M · Irving, TX+ Neale Financial, LLC $46.6M
Staten Island, NY
Irvine, CA
Assets under management$49.1M$51.6M$51.6M
Asset growth, last 2 years–+91%+106%
Advisory staff122
Individual clients89153
Assets per client$6.1M$567K$974K
Clients per advisor84627
Main custodian–Schwab–
Filing with the SEC since202620222012 or earlier
Tools in their stack221
People on Advicer.bio132

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

ToolOpulent WealthPurevestDba Generational Wealth Strategies
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Opulent Wealth: none listed · Purevest: Schwab · Dba Generational Wealth Strategies: none listed