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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 Levatus LLC (swap one in):+ Kuhn & Company Investment Counsel, LLC $182.7M · Chicago, IL+ Invariant Investment Management $182.7M · Camp Hill, PA+ Expressive Wealth LLC $165.2M · Chicago, IL+ Nobscot Investment Management LLC $164.2M · Wellesley, MA
Boston, MA
Duxbury, MA
Assets under management$173.9M$184M$165.1M
Asset growth, last 2 years+26%+41%+17%
Advisory staff321
Individual clients46163124
Assets per client$3.8M$1.1M$1.3M
Clients per advisor1582124
Main custodianSchwabFidelitySchwab
Filing with the SEC since201720162021
Tools in their stack211
People on Advicer.bio221

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

ToolLevatus LLCHigh Pines Wealth Management LLCEffective Assets
Website Builders
SquarespaceUses it––
Wix–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Levatus LLC: Schwab · High Pines Wealth Management LLC: Fidelity, Schwab · Effective Assets: Schwab