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RIAs

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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 Victorwealth, LLC (swap one in):+ Grayton Beach Capital, LLC $28K · Miami, FL+ Valur Robo Advisors $27K · New York, NY+ Ebquant, LLC $23K+ Candela Financial $21K · Toledo, OH
San Francisco, CA
New York, NY
Austin, TX
Assets under management$25K$27K$20K
Asset growth, last 2 years––−80%
Advisory staff111
Individual clients535
Assets per client$5K$9K$4K
Clients per advisor535
Main custodian––Interactive Brokers
Filing with the SEC since202620262023
Tools in their stack2––
People on Advicer.bio111

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

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.

ToolVictorwealth, LLCHandal Dunaway LLCRewbix
CRM
HubSpotUses it––
Custodial Platform
Interactive BrokersUses it––

Custodians on Form ADV: Victorwealth, LLC: none listed · Handal Dunaway LLC: none listed · Rewbix: Interactive Brokers