Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Johnson City, TN
Assets under management$204.8M$215.4M$215.4M
Asset growth, last 2 years+46%+45%+13%
Advisory staff339
Individual clients138310967
Assets per client$1.5M$695K$223K
Clients per advisor46103107
Main custodianSchwab–Folio
Filing with the SEC since202220202012 or earlier
Tools in their stack13–
People on Advicer.bio337

From each firm's latest Form ADV (Jul 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.

ToolNorthavenue LLCGragg FinancialValues First Advisors, 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 · Values First Advisors, Inc.: Folio