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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 Zquant Advisory, LLC (swap one in):+ Venture Wealth Solutions LLC $35K+ Versalife Advisors $35K+ Grayton Beach Capital, LLC $28K · Miami, FL+ Handal Dunaway LLC $27K · New York, NY
Assets under management$30K$35K$35K
Asset growth, last 2 years––−96%
Advisory staff112
Individual clients112
Assets per client$30K$35K$17K
Clients per advisor111
Main custodian––Vanguard
Filing with the SEC since202620242017
Tools in their stack–––
People on Advicer.bio112

From each firm's latest Form ADV (Feb 2026, Mar 2024, Apr 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Zquant Advisory, LLC: none listed · Caldwell Investment Services LLC: none listed · Antigravity Investments: Vanguard