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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 Ebquant, LLC (swap one in):+ California Benefits and Retirement Group, LLC $25K · Newport Beach, CA+ Tiburon Capital Advisors LLC $25K+ Candela Financial $21K · Toledo, OH+ Rewbix $20K · Austin, TX
San Francisco, CA
New York, NY
Assets under management$23K$25K$27K
Asset growth, last 2 years–––
Advisory staff211
Individual clients–514
Assets per client–$5K$2K
Clients per advisor–514
Main custodian–––
Filing with the SEC since202620262022
Tools in their stack–21
People on Advicer.bio21–

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

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, LLCValur Robo Advisors
CRM
HubSpot–Uses it–
Custodial Platform
Interactive Brokers–Uses it–
Website Builders
Webflow––Uses it