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 Revision Wealth Management LLC (swap one in):+ Victory Financial Services LLC $13.7M · Medina, OH+ Lindus Advisors, Inc. $13.7M · Dallas, TX+ Creativevest Inc $12.3M+ 369 Financial LLC $12.3M · Jacksonville, FL
Gainesville, FL
Houston, TX
Assets under management$13M$13.7M$12.3M
Asset growth, last 2 years–––
Advisory staff221
Individual clients1182577
Assets per client$110K$546K$160K
Clients per advisor591377
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack316
People on Advicer.bio221

From each firm's latest Form ADV (Sep 2026, Feb 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.

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.

ToolRevision Wealth Management LLCEvan CapitalAlbility Planning
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it
Wix–Uses it–
Advisory Fee Billing
AdvicePay––Uses it
Client File Sharing
BoxUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
Calendly––Uses it