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 Vision Tech Financial Advisors (swap one in):+ The W & W Group LLC $29.2M+ S. Williams Capital, LLC $29.2M · New York, NY+ Dennis Capital Management, L.l.c. $26.4M · Cincinnati, OH+ Wealtheq $26.4M · Erie, CO
Greenwich, CT
San Francisco, CA
Assets under management$27.8M$29.2M$29.2M
Asset growth, last 2 years––+1,375%
Advisory staff112
Individual clients7826138
Assets per client$356K$1.1M$212K
Clients per advisor782669
Main custodian––Apex Clearing
Filing with the SEC since202620262022
Tools in their stack1––
People on Advicer.bio11–

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

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.

ToolVision Tech Financial AdvisorsWiley Capital PartnersBunker
CRM
HubSpotUses it––

Custodians on Form ADV: Vision Tech Financial Advisors: none listed · Wiley Capital Partners: none listed · Bunker: Apex Clearing