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 Star Wealth Advisors (swap one in):+ Neale Financial, LLC $46.6M+ Hurst Wealth Advisors, PC $46.6M · Douglas, GA+ Iq Portfolios $42.1M · Windermere, FL+ Delgado Private Wealth Management LLC $41.9M · Naples, FL
Boca Raton, FL
Trinity, FL
Assets under management$44.4M$46.8M$46.6M
Asset growth, last 2 years––+108%
Advisory staff923
Individual clients1599646
Assets per client$279K$488K$1M
Clients per advisor184815
Main custodian–––
Filing with the SEC since202420262013
Tools in their stack121
People on Advicer.bio923

From each firm's latest Form ADV (May 2026, 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

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.

ToolStar Wealth AdvisorsPelorus Financial, LLCEthos Private Wealth
Website Builders
SquarespaceUses it––
Wix–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–