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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 Isto Advisors, LLC (swap one in):+ Lvz, Inc. $1.13B · Holland, MI+ Wilkins Investment Counsel, Inc $1.12B · Boston, MA+ Peak Asset Management, LLC $1.01B · Louisville, CO+ Henrickson Nauta Wealth Advisors, Inc. $998.5M · Belmont, MI
Troy, MI
Novi, MI
Newport Beach, CA
Assets under management$1.06B$1.13B$1.12B
Asset growth, last 2 years+39%+4%+74%
Advisory staff19610
Individual clients358318517
Assets per client$3M$3.6M$2.2M
Clients per advisor195352
Main custodianSchwabSchwabFidelity
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio1149

From each firm's latest Form ADV (Sep 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.

ToolIsto Advisors, LLCProvident Investment Management, Inc.Knightsbridge Wealth Management
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Isto Advisors, LLC: Schwab · Provident Investment Management, Inc.: Schwab · Knightsbridge Wealth Management: Fidelity, Schwab