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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 Quantbase (swap one in):+ Delaware Avenue Advisors Inc. $28M · Buffalo, NY+ 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
Johns Creek, GA
Assets under management$26.6M$28M$25.3M
Asset growth, last 2 years+237%+5%–
Advisory staff181
Individual clients5,8876040
Assets per client$5K$467K$631K
Clients per advisor5,887840
Main custodianAlpaca Securities LLCSchwab–
Filing with the SEC since202120132026
Tools in their stack–––
People on Advicer.bio–171

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Quantbase: Alpaca Securities LLC · Dominari Securities LLC: Schwab, RBC · Kindzia Investments: none listed