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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+ T.t.g. Financial, Inc. $194M · Canton, OH+ Future Financial Wealth Management Group, LLC $193.4M · Cincinnati, OH
Columbus, OH
Shelby, NC
Elm Grove, WI
Assets under management$204.8M$215.4M$194.3M
Asset growth, last 2 years+46%+45%+70%
Advisory staff331
Individual clients138310238
Assets per client$1.5M$695K$816K
Clients per advisor46103238
Main custodianSchwab–Schwab
Filing with the SEC since202220202012 or earlier
Tools in their stack13–
People on Advicer.bio332

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

ToolNorthavenue LLCGragg FinancialLiberty Financial Group, Inc.
Website Builders
Webflow–Uses it–
WixUses it––
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–

Custodians on Form ADV: Northavenue LLC: Schwab · Gragg Financial: none listed · Liberty Financial Group, Inc.: Schwab, TIAA-Cref Financial Services, American Funds/Capital Group