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 Quantbase (swap one in):+ Vivcap LLC $28M+ Rck Wealth Advisory LLC $28M+ Millergroup Investments LLC $25.3M · Villanova, PA+ Eureka Wealth Solutions $25.2M · New York, NY
New York, NY
New York, NY
Buffalo, NY
Assets under management$26.6M$28M$28M
Asset growth, last 2 years+237%+5%–
Advisory staff182
Individual clients5,8876085
Assets per client$5K$467K$329K
Clients per advisor5,887843
Main custodianAlpaca Securities LLCSchwab–
Filing with the SEC since202120132026
Tools in their stack––1
People on Advicer.bio–172

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

ToolQuantbaseDominari Securities LLCDelaware Avenue Advisors Inc.
Website Builders
Wix––Uses it

Custodians on Form ADV: Quantbase: Alpaca Securities LLC · Dominari Securities LLC: Schwab, RBC · Delaware Avenue Advisors Inc.: none listed