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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 Victus Capital Wealth (swap one in):+ Krane Financial Solutions $295M · Calabasas, CA+ M.c. Byrd Wealth Management, LLC $294.2M · Bellville, TX+ Bernzott Capital Advisors $265.4M · Camarillo, CA+ Chokshi & Queen Wealth Advisors $263.3M · San Diego, CA
Santa Monica, CA
Alamo, CA
Whittier, CA
Assets under management$280.1M$296.9M$265.7M
Asset growth, last 2 years+29%+44%+58%
Advisory staff433
Individual clients187190659
Assets per client$1.5M$1.6M$403K
Clients per advisor4763220
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack21–
People on Advicer.bio423

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

ToolVictus Capital WealthPring TurnerCerda Munoz Advisors, Inc
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Victus Capital Wealth: Schwab · Pring Turner: Schwab · Cerda Munoz Advisors, Inc: Schwab, Nationwide Investment Services Corporation, Matrix Financial Solutions, Transamerica