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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 Water Valley Investment Advisors, Inc. (swap one in):+ Olive Street Capital Partners LLC $165.3M · Los Angeles, CA+ Peak Capital Management, LLC $165.2M · Greenwood Village, CO+ Bellingham Capital $149.2M · Bellingham, WA+ Tuve Investment Management, Inc. $147.7M · Waterloo, IA
Sioux Center, IA
Chicago, IL
Assets under management$157.2M$165.2M$165.1M
Asset growth, last 2 years+25%+32%+17%
Advisory staff391
Individual clients152165124
Assets per client$1M$1M$1.3M
Clients per advisor5118124
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120242021
Tools in their stack––1
People on Advicer.bio381

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

ToolWater Valley Investment Advisors, Inc.Expressive Wealth LLCEffective Assets
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Water Valley Investment Advisors, Inc.: Schwab, TIAA-Cref · Expressive Wealth LLC: Schwab, Capital Group · Effective Assets: Schwab