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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 Victrix Investment Advisors (swap one in):+ Invenio Wealth Partners, LLC $364M · Coral Gables, FL+ Mfp Financial Services, LLC $361M · Safety Harbor, FL+ Centerline Wealth Advisors, LLC $326M · Louisville, KY+ Stewardship Advisory Group, LLC $321.9M · Clermont, FL
Stuart, FL
Sarasota, FL
New York, NY
Assets under management$343.3M$361.3M$326.1M
Asset growth, last 2 years+90%+47%+65%
Advisory staff882
Individual clients435497158
Assets per client$789K$727K$2.1M
Clients per advisor546279
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since202120172012 or earlier
Tools in their stack1–2
People on Advicer.bio873

From each firm's latest Form ADV (Oct 2026, Aug 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.

ToolVictrix Investment AdvisorsMra Advisory GroupHurley Capital, LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
MailchimpUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Victrix Investment Advisors: Schwab · Mra Advisory Group: Raymond James, Schwab, Pontera · Hurley Capital, LLC: Schwab, Fidelity