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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+ Effective Assets $165.1M+ Nobscot Investment Management LLC $164.2M · Wellesley, MA
Boston, MA
Duxbury, MA
Chicago, IL
Assets under management$173.9M$184M$165.2M
Asset growth, last 2 years+26%+41%+32%
Advisory staff329
Individual clients46163165
Assets per client$3.8M$1.1M$1M
Clients per advisor158218
Main custodianSchwabFidelitySchwab
Filing with the SEC since201720162024
Tools in their stack21–
People on Advicer.bio228

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

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 LLCExpressive Wealth LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Levatus LLC: Schwab · High Pines Wealth Management LLC: Fidelity, Schwab · Expressive Wealth LLC: Schwab, Capital Group