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 Stonehurst Management, LLC (swap one in):+ Coronado Investment Advisors, LLC $28.6M · Carlsbad, CA+ Lifelaidout LLC $28.6M+ Kirwan Capital $25.8M+ Financial Planning Analysts, LLC $25.7M · Melville, NY
New York, NY
Brooklyn, NY
Atlanta, GA
Assets under management$27.2M$28.8M$28.6M
Asset growth, last 2 years+42%––
Advisory staff121
Individual clients2712527
Assets per client$1M$230K$1.1M
Clients per advisor276327
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–15
People on Advicer.bio111

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.

ToolStonehurst Management, LLCCsd Financial LLCSonas Financial Planning
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Stonehurst Management, LLC: Schwab · Csd Financial LLC: none listed · Sonas Financial Planning: none listed