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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+ Indelible Wealth Group $156M+ Dfs Advisory $156M · Denton, TX
Wellesley, MA
Boston, MA
Mesa, AZ
Assets under management$164.2M$173.9M$155.9M
Asset growth, last 2 years–+26%–
Advisory staff132
Individual clients1046127
Assets per client$16.4M$3.8M$1.2M
Clients per advisor101564
Main custodianFidelitySchwabSchwab
Filing with the SEC since202420172024
Tools in their stack–22
People on Advicer.bio122

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 LLCTaurum Retirement Partners, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Nobscot Investment Management LLC: Fidelity · Levatus LLC: Schwab · Taurum Retirement Partners, LLC: Schwab