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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 Northavenue LLC (swap one in):+ Advantage Investment Management $215.4M · Louisville, KY+ Illumine Investment Management, LLC $215.2M · Poulsbo, WA+ Liberty Financial Group, Inc. $194.3M · Elm Grove, WI+ T.t.g. Financial, Inc. $194M · Canton, OH
Columbus, OH
Shelby, NC
Cincinnati, OH
Assets under management$204.8M$215.4M$193.4M
Asset growth, last 2 years+46%+45%+13%
Advisory staff332
Individual clients138310218
Assets per client$1.5M$695K$887K
Clients per advisor46103109
Main custodianSchwab–Schwab
Filing with the SEC since202220202017
Tools in their stack132
People on Advicer.bio332

From each firm's latest Form ADV (Jul 2026, Feb 2026, Aug 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.

ToolNorthavenue LLCGragg FinancialFuture Financial Wealth Management Group, LLC
Website Builders
Webflow–Uses it–
WixUses it––
Custodial Platform
Wealthscape (Fidelity)–Uses it–
E-Signature
Adobe Sign––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Northavenue LLC: Schwab · Gragg Financial: none listed · Future Financial Wealth Management Group, LLC: Schwab