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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
Newburgh, NY
Assets under management$2.07B$2.21B$2.27B
Asset growth, last 2 years+81%+25%+92%
Advisory staff698
Individual clients1707422,163
Assets per client$12.2M$3M$1M
Clients per advisor2882270
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio13411

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, LLCFocused Wealth Management, Inc.
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
CRM
SS&C Black DiamondUses it––

Custodians on Form ADV: Avestar Capital, LLC: Schwab, Pershing, Stifel · Grandfield & Dodd, LLC: Schwab · Focused Wealth Management, Inc.: Schwab, TIAA-Cref Individual & Institutional Services, LLC