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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 Kavout Algo Financial LLC (swap one in):+ Crossover Capital Trading LLC $1.9M+ Lincoln Investment Advisers, LLC $1.9M+ Creative Retirement Planning, Inc. $1.7M · Sequim, WA+ Pinestar Capital Advisors LLC $1.7M
Seattle, WA
Assets under management$1.8M$1.9M$1.9M
Asset growth, last 2 years–−31%–
Advisory staff211
Individual clients–82
Assets per client–$237K$949K
Clients per advisor–82
Main custodian–Interactive Brokers–
Filing with the SEC since202620142026
Tools in their stack–––
People on Advicer.bio211

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Kavout Algo Financial LLC: none listed · I-Cthru Inc.: Interactive Brokers · La Loma Capital: none listed