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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):+ Wealth Management Solutions $172.6M · Scottsdale, AZ+ Cedar Valley Wealth Advisors $172.5M · Cedar Falls, IA+ Dfs Advisory $156M · Denton, TX+ Taurum Retirement Partners, LLC $155.9M · Mesa, AZ
Wellesley, MA
Boston, MA
Assets under management$164.2M$173.9M$156M
Asset growth, last 2 years–+26%–
Advisory staff135
Individual clients1046160
Assets per client$16.4M$3.8M$975K
Clients per advisor101532
Main custodianFidelitySchwabFidelity
Filing with the SEC since202420172024
Tools in their stack–21
People on Advicer.bio125

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

ToolNobscot Investment Management LLCLevatus LLCIndelible Wealth Group
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Nobscot Investment Management LLC: Fidelity · Levatus LLC: Schwab · Indelible Wealth Group: Fidelity, Schwab