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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 Astra Wealth Partners (swap one in):+ Stolz & Associates, Ps $282.2M · Tacoma, WA+ Hms Investment Advisors $281.9M · Nashville, TN+ Grant Private Wealth Management $255M · Pleasanton, CA+ Koa Wealth Management, LLC $254.9M
Jersey City, NJ
Indianapolis, IN
Studio City, CA
Assets under management$268.4M$282M$255M
Asset growth, last 2 years+66%+7%+24%
Advisory staff335
Individual clients137138150
Assets per client$2M$2M$1.7M
Clients per advisor464630
Main custodianSchwab–Schwab
Filing with the SEC since20222012 or earlier2020
Tools in their stack––5
People on Advicer.bio334

From each firm's latest Form ADV (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.

ToolAstra Wealth PartnersPeloton Capital ManagementAcap Asset Management, Inc.
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Tax Planning
ProConnect––Uses it

Custodians on Form ADV: Astra Wealth Partners: Schwab · Peloton Capital Management: none listed · Acap Asset Management, Inc.: Schwab, Vanguard