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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 Inverlochy Capital, Inc. (swap one in):+ Lcv Advisors LLC $46.7M+ Sequoia Private Wealth Management, LLC $46.6M · Irving, TX+ Paramount Investment Advisors $42.2M · Buford, GA+ Trs Advisors, LLC $42.1M · Fort Worth, TX
Blair, NE
Assets under management$44.4M$46.7M$46.7M
Asset growth, last 2 years+30%––
Advisory staff111
Individual clients30298120
Assets per client$1.5M$157K$389K
Clients per advisor30298120
Main custodianSchwab––
Filing with the SEC since201320262026
Tools in their stack241
People on Advicer.bio111

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

ToolInverlochy Capital, Inc.Planvest, LLCDon Scholl & Associates, Inc.
Portfolio Management
NDEXUses it––
Panoramix–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Inverlochy Capital, Inc.: Schwab · Planvest, LLC: none listed · Don Scholl & Associates, Inc.: none listed