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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 Valur Robo Advisors (swap one in):+ Zquant Advisory, LLC $30K+ Luke Capital $30K+ California Benefits and Retirement Group, LLC $25K · Newport Beach, CA+ Tiburon Capital Advisors LLC $25K
New York, NY
Miami, FL
Assets under management$27K$30K$28K
Asset growth, last 2 years–––
Advisory staff111
Individual clients1401
Assets per client$2K–$28K
Clients per advisor14–1
Main custodian–––
Filing with the SEC since202220262026
Tools in their stack1–2
People on Advicer.bio–11

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

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.

ToolValur Robo AdvisorsMadanat Financial ServicesGrayton Beach Capital, LLC
Website Builders
Squarespace––Uses it
WebflowUses it––
CRM
HubSpot––Uses it