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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 Vioni Capital Management, LLC (swap one in):+ Gineris Wealth Management $89.2M · Dyer, IN+ Dodge Wealth Management $89.1M · Foxboro, MA+ Virginia Investment Advisory, Inc. $80.5M · Henrico, VA+ Digital Asset Investment Management $80M · Palm Beach Gardens, FL
Sarasota, FL
Albuquerque, NM
Assets under management$84.8M$89.1M$89M
Asset growth, last 2 years+100%––
Advisory staff312
Individual clients175175
Assets per client$5M$1.7M$1.2M
Clients per advisor65138
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–2–
People on Advicer.bio312

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

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.

ToolVioni Capital Management, LLCYoakum Wealth ManagementHurst Capital Management
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–