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 Ebquant, LLC (swap one in):+ Tiburon Capital Advisors LLC $25K+ California Benefits and Retirement Group, LLC $25K · Newport Beach, CA+ Candela Financial $21K · Toledo, OH+ Exponential Advisors LLC $19K
San Francisco, CA
Austin, TX
Assets under management$23K$25K$20K
Asset growth, last 2 years––−80%
Advisory staff211
Individual clients–55
Assets per client–$5K$4K
Clients per advisor–55
Main custodian––Interactive Brokers
Filing with the SEC since202620262023
Tools in their stack–2–
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Jun 2026, Apr 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.

ToolEbquant, LLCVictorwealth, LLCRewbix
CRM
HubSpot–Uses it–
Custodial Platform
Interactive Brokers–Uses it–

Custodians on Form ADV: Ebquant, LLC: none listed · Victorwealth, LLC: none listed · Rewbix: Interactive Brokers