RIA IntelAdvisersPennsylvaniaNIRO NIVESTO LLC

NIRO NIVESTO LLC

Advisory

PA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in PA
#1,449
of 1,528 advisers by AUM
Average account
$95K
across 28 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$1M
Non-Discretionary AUM$1M
Discretionary %44.2%
Total Clients7
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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CLEARPEAK CAPITAL MANAGEMENT LLC
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RATIONAL CAPITAL ADVISORS LLC
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