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 Avestar Capital, LLC (swap one in):+ Focused Wealth Management, Inc. $2.27B · Newburgh, 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
Garden City, NY
Assets under management$2.07B$2.21B$2.22B
Asset growth, last 2 years+81%+25%+40%
Advisory staff6921
Individual clients1707421,577
Assets per client$12.2M$3M$1.4M
Clients per advisor288275
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack3–1
People on Advicer.bio13425

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

ToolAvestar Capital, LLCGrandfield & Dodd, LLCUnited Asset Strategies Inc.
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
CRM
SS&C Black DiamondUses it––
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Avestar Capital, LLC: Schwab, Pershing, Stifel · Grandfield & Dodd, LLC: Schwab · United Asset Strategies Inc.: Schwab