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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 Avestar Capital, LLC (swap one in):+ United Asset Strategies Inc. $2.22B · Garden City, NY+ Raga Partners LP $2.2B · New York, NY+ Cs Planning Corp $1.96B · Portland, OR+ Hcr Wealth Advisors $1.96B · Los Angeles, CA
New York, NY
New York, NY
Ontario, CA
Assets under management$2.07B$2.21B$1.96B
Asset growth, last 2 years+81%+25%+91%
Advisory staff6922
Individual clients1707421,581
Assets per client$12.2M$3M$1.2M
Clients per advisor288272
Main custodianSchwabSchwabFidelity
Filing with the SEC since20172012 or earlier2018
Tools in their stack3–8
People on Advicer.bio13424

From each firm's latest Form ADV (Sep 2026, 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.

ToolAvestar Capital, LLCGrandfield & Dodd, LLCFalcon Wealth Planning, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Betterment Advisor Solutions––Uses it
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)––Uses it
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Client Data Gathering
Jotform––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Avestar Capital, LLC: Schwab, Pershing, Stifel · Grandfield & Dodd, LLC: Schwab · Falcon Wealth Planning, LLC: Fidelity, Schwab