Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Hurley Capital, LLC $326.1M · New York, NY+ Centerline Wealth Advisors, LLC $326M · Louisville, KY+ Bright Futures Wealth Management, LLC $294.5M · Webster, NY+ Estate Management Counselors,LLC $294.3M · Atlanta, GA
Oakmont, PA
Raleigh, NC
Houston, TX
Assets under management$310.2M$326M$325.7M
Asset growth, last 2 years+61%+77%+9%
Advisory staff742
Individual clients1,152278159
Assets per client$269K$1.2M$2M
Clients per advisor1657080
Main custodian–SchwabSchwab
Filing with the SEC since201820212020
Tools in their stack–52
People on Advicer.bio1142

From each firm's latest Form ADV (Mar 2026, Jul 2026, Apr 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 GroupPatron Partners, LLC
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Invicta Advisors LLC: none listed · Lifeplan Group: Schwab · Patron Partners, LLC: Schwab