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 Astra Wealth Partners (swap one in):+ Stolz & Associates, Ps $282.2M · Tacoma, WA+ Hms Investment Advisors $281.9M · Nashville, TN+ Acap Asset Management, Inc. $255M · Studio City, CA+ Koa Wealth Management, LLC $254.9M
Jersey City, NJ
Indianapolis, IN
Pleasanton, CA
Assets under management$268.4M$282M$255M
Asset growth, last 2 years+66%+7%+141%
Advisory staff336
Individual clients137138238
Assets per client$2M$2M$1.1M
Clients per advisor464640
Main custodianSchwab–Schwab
Filing with the SEC since20222012 or earlier2024
Tools in their stack––3
People on Advicer.bio336

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.

ToolAstra Wealth PartnersPeloton Capital ManagementGrant Private Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Astra Wealth Partners: Schwab · Peloton Capital Management: none listed · Grant Private Wealth Management: Schwab