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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+ Raga Partners LP $2.2B · New York, 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
Garden City, NY
Assets under management$2.05B$2.21B$2.22B
Asset growth, last 2 years+49%+25%+40%
Advisory staff9921
Individual clients3717421,577
Assets per client$5.5M$3M$1.4M
Clients per advisor418275
Main custodianPershingSchwabSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio12425

From each firm's latest Form ADV (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.

ToolQuent Capital, LLCGrandfield & Dodd, LLCUnited Asset Strategies Inc.
CRM
SS&C Black DiamondUses it––
Digital Marketing
Snappy Kraken––Uses it

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