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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 Soaring Capital Management, LLC (swap one in):+ Retire Sensibly LLC $58.3M · Meridian, ID+ 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
Pasadena, CA
Assets under management$55.4M$58.2M$52.6M
Asset growth, last 2 years–+47%–
Advisory staff121
Individual clients3143888
Assets per client$1.8M$133K$598K
Clients per advisor3121988
Main custodian–Folio–
Filing with the SEC since202620202026
Tools in their stack–11
People on Advicer.bio141

From each firm's latest Form ADV (Mar 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.

ToolSoaring Capital Management, LLCMy Prosper TeamQubera Wealth Management
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Soaring Capital Management, LLC: none listed · My Prosper Team: Folio, Schwab · Qubera Wealth Management: none listed