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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 Grandfield & Dodd, LLC (swap one in):+ Howe and Rusling, Inc. $2.44B · Rochester, NY+ Magnus Financial Group LLC $2.33B · New York, NY+ Ameraudi Asset Management, Inc. $2.1B · New York, NY+ Tortoise Investment Management, LLC $2.07B · White Plains, NY
New York, NY
Buffalo, NY
New York, NY
Assets under management$2.21B$2.4B$2.07B
Asset growth, last 2 years+25%+13%+81%
Advisory staff9146
Individual clients7422,044170
Assets per client$3M$1.2M$12.2M
Clients per advisor8214628
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–23
People on Advicer.bio41313

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.

ToolGrandfield & Dodd, LLCSandhill Investment ManagementAvestar Capital, LLC
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Grandfield & Dodd, LLC: Schwab · Sandhill Investment Management: Schwab, Pershing · Avestar Capital, LLC: Schwab, Pershing, Stifel