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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 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+ Autopilot $892.4M · New York, NY
Pittsford, NY
New York, NY
Memphis, TN
Assets under management$942.7M$1B$894.6M
Asset growth, last 2 years+47%+505%+38%
Advisory staff3513
Individual clients51937574
Assets per client$18.5M$1.1M$1.6M
Clients per advisor1718744
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier–2012 or earlier
Tools in their stack––1
People on Advicer.bio2313

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

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.

ToolAshford Advisors, LLCSeedsKelman Lazarov Inc
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Ashford Advisors, LLC: Schwab, Northern Trust · Seeds: Fidelity · Kelman Lazarov Inc: Schwab