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 Wealthunite Advisors, LLC (swap one in):+ Toner Asset Management Group, Inc. $66.3M · Virginia Beach, VA+ Alexis Advisors $66.2M+ Liberty Wealth Managers $59.9M · New York, NY+ Quantel Asset Management LLC $59.7M · New York, NY
Manhasset, NY
New York, NY
Assets under management$63.1M$66.6M$59.9M
Asset growth, last 2 years+33%+2,312%–
Advisory staff112
Individual clients48115,69354
Assets per client$1.3M$575.711538295316$1.1M
Clients per advisor48115,69327
Main custodianUtmost Worldwide Limited––
Filing with the SEC since201820202026
Tools in their stack4––
People on Advicer.bio1–2

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.

ToolWealthunite Advisors, LLCAlinea Advisory Services LLCLarson, Orlan Blaine
Financial Planning
RightCapital (Right Capital)Uses it––
Investment Data/Analytics
MorningstarUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Wealthunite Advisors, LLC: Utmost Worldwide Limited, Rl360 Insurance Company Limited, Embark Investment Services Limited (Eisl), Schwab · Alinea Advisory Services LLC: none listed · Larson, Orlan Blaine: none listed