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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 Quent Capital, LLC (swap one in):+ Focused Wealth Management, Inc. $2.27B · Newburgh, NY+ United Asset Strategies Inc. $2.22B · Garden City, NY+ Abound Wealth Management, LLC $1.95B · Franklin, TN+ Wilkinson Global Asset Management LLC $1.88B · New York, NY
New York, NY
New York, NY
New York, NY
Assets under management$2.05B$2.21B$2.2B
Asset growth, last 2 years+49%+25%+27%
Advisory staff996
Individual clients371742–
Assets per client$5.5M$3M–
Clients per advisor4182–
Main custodianPershingSchwabNydig Trust Company LLC
Filing with the SEC since20202012 or earlier2021
Tools in their stack1–1
People on Advicer.bio124–

From each firm's latest Form ADV (Mar 2026, May 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, LLCRaga Partners LP
CRM
SS&C Black DiamondUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Quent Capital, LLC: Pershing, Fidelity · Grandfield & Dodd, LLC: Schwab · Raga Partners LP: Nydig Trust Company LLC