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 Victorwealth, LLC (swap one in):+ Madanat Financial Services $30K+ Grayton Beach Capital, LLC $28K · Miami, FL+ Ebquant, LLC $23K+ Candela Financial $21K · Toledo, OH
San Francisco, CA
New York, NY
New York, NY
Assets under management$25K$27K$27K
Asset growth, last 2 years–––
Advisory staff111
Individual clients5314
Assets per client$5K$9K$2K
Clients per advisor5314
Main custodian–––
Filing with the SEC since202620262022
Tools in their stack2–1
People on Advicer.bio11–

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

ToolVictorwealth, LLCHandal Dunaway LLCValur Robo Advisors
CRM
HubSpotUses it––
Custodial Platform
Interactive BrokersUses it––
Website Builders
Webflow––Uses it