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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 Scott Anderson Financial, Inc. (swap one in):+ Northwest Criterion Asset Management, L.l.c. $58.3M · Princeton, NJ+ Edm Capital, LLC $58.2M · Phoenix, AZ+ Frank K. Swyden Asset Mngt Inc $52.5M+ Lowell Road Asset Management, Inc. $52.5M · Manhasset, NY
Lehi, UT
Meridian, ID
Assets under management$55.4M$58.2M$58.3M
Asset growth, last 2 years–+47%–
Advisory staff122
Individual clients48438146
Assets per client$1.2M$133K$399K
Clients per advisor4821973
Main custodian–Folio–
Filing with the SEC since202620202026
Tools in their stack11–
People on Advicer.bio142

From each firm's latest Form ADV (May 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.

ToolScott Anderson Financial, Inc.My Prosper TeamRetire Sensibly LLC
Website Builders
Webflow–Uses it–
WixUses it––

Custodians on Form ADV: Scott Anderson Financial, Inc.: none listed · My Prosper Team: Folio, Schwab · Retire Sensibly LLC: none listed