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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 Nobscot Investment Management LLC (swap one in):+ Walnut Private Equity Partners, LLC $172.6M · Omaha, NE+ Wealth Management Solutions $172.6M · Scottsdale, AZ+ Indelible Wealth Group $156M+ Dfs Advisory $156M · Denton, TX
Wellesley, MA
Boston, MA
Cedar Falls, IA
Assets under management$164.2M$173.9M$172.5M
Asset growth, last 2 years–+26%+15%
Advisory staff133
Individual clients104692
Assets per client$16.4M$3.8M$1.9M
Clients per advisor101531
Main custodianFidelitySchwabSchwab
Filing with the SEC since202420172012 or earlier
Tools in their stack–22
People on Advicer.bio123

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

ToolNobscot Investment Management LLCLevatus LLCCedar Valley Wealth Advisors
Financial Planning
Envestnet MoneyGuide––Uses it
Investment Data/Analytics
Morningstar––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Nobscot Investment Management LLC: Fidelity · Levatus LLC: Schwab · Cedar Valley Wealth Advisors: Schwab, Fidelity