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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+ Avestar Capital, LLC $2.07B · New York, NY
New York, NY
Buffalo, NY
White Plains, NY
Assets under management$2.21B$2.4B$2.07B
Asset growth, last 2 years+25%+13%+67%
Advisory staff91416
Individual clients7422,044504
Assets per client$3M$1.2M$4.1M
Clients per advisor8214632
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio41315

From each firm's latest Form ADV (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.

ToolGrandfield & Dodd, LLCSandhill Investment ManagementTortoise Investment Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Grandfield & Dodd, LLC: Schwab · Sandhill Investment Management: Schwab, Pershing · Tortoise Investment Management, LLC: Fidelity