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 Quent Capital, LLC (swap one in):+ United Asset Strategies Inc. $2.22B · Garden City, NY+ Raga Partners LP $2.2B · New York, NY+ Bulltick Wealth Management, LLC $1.95B · Miami, FL+ Wilkinson Global Asset Management LLC $1.88B · New York, NY
New York, NY
New York, NY
Franklin, TN
Assets under management$2.05B$2.21B$1.95B
Asset growth, last 2 years+49%+25%+83%
Advisory staff9926
Individual clients371742914
Assets per client$5.5M$3M$2.1M
Clients per advisor418235
Main custodianPershingSchwabFidelity
Filing with the SEC since20202012 or earlier2016
Tools in their stack1–4
People on Advicer.bio12416

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.

ToolQuent Capital, LLCGrandfield & Dodd, LLCAbound Wealth Management, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Quent Capital, LLC: Pershing, Fidelity · Grandfield & Dodd, LLC: Schwab · Abound Wealth Management, LLC: Fidelity, Schwab