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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):+ Genter Advisors LLC $182.8M · Los Angeles, CA+ Kuhn & Company Investment Counsel, LLC $182.7M · Chicago, IL+ Expressive Wealth LLC $165.2M · Chicago, IL+ Nobscot Investment Management LLC $164.2M · Wellesley, MA
Boston, MA
Duxbury, MA
Camp Hill, PA
Assets under management$173.9M$184M$182.7M
Asset growth, last 2 years+26%+41%+81%
Advisory staff326
Individual clients46163313
Assets per client$3.8M$1.1M$584K
Clients per advisor158252
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since201720162017
Tools in their stack211
People on Advicer.bio226

From each firm's latest Form ADV (May 2026, Mar 2026, Jul 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 LLCInvariant Investment Management
Website Builders
Wix–Uses itUses it
SquarespaceUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Levatus LLC: Schwab · High Pines Wealth Management LLC: Fidelity, Schwab · Invariant Investment Management: LPL Financial, Ssg Capital Advisors, LLC