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 Ashford Advisors, LLC (swap one in):+ The Northstar Group, Inc. $1.01B · New York, NY+ Passive Capital Management, LLC $996.9M · Syracuse, NY+ Maytech Global Investments $895.1M · New York, NY+ Kelman Lazarov Inc $894.6M · Memphis, TN
Pittsford, NY
New York, NY
New York, NY
Assets under management$942.7M$1B$892.4M
Asset growth, last 2 years+47%+505%–
Advisory staff350
Individual clients51937103,270
Assets per client$18.5M$1.1M$9K
Clients per advisor17187–
Main custodianSchwab––
Filing with the SEC since2012 or earlier–2024
Tools in their stack–––
People on Advicer.bio231

From each firm's latest Form ADV (Mar 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

Advisory staff

Individual clients

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: Ashford Advisors, LLC: Schwab, Northern Trust · Seeds: Fidelity · Autopilot: none listed