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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 Invicta Advisors LLC (swap one in):+ Centerline Wealth Advisors, LLC $326M · Louisville, KY+ Patron Partners, LLC $325.7M · Houston, TX+ Bright Futures Wealth Management, LLC $294.5M · Webster, NY+ Estate Management Counselors,LLC $294.3M · Atlanta, GA
Oakmont, PA
Raleigh, NC
New York, NY
Assets under management$310.2M$326M$326.1M
Asset growth, last 2 years+61%+77%+65%
Advisory staff742
Individual clients1,152278158
Assets per client$269K$1.2M$2.1M
Clients per advisor1657079
Main custodian–SchwabSchwab
Filing with the SEC since201820212012 or earlier
Tools in their stack–52
People on Advicer.bio1143

From each firm's latest Form ADV (Mar 2026, Jul 2026, Oct 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.

ToolInvicta Advisors LLCLifeplan GroupHurley Capital, LLC
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Invicta Advisors LLC: none listed · Lifeplan Group: Schwab · Hurley Capital, LLC: Schwab, Fidelity