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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 The Northstar Group, Inc. (swap one in):+ Vestia Personal Wealth Advisors $1.06B · Fort Wayne, IN+ Mcguire Wealth Management $1.06B · Wakefield, RI+ Ashford Advisors, LLC $942.7M · Pittsford, NY+ Fagan Associates Inc $940.7M · Troy, NY
New York, NY
Burlington, VT
San Juan, PR
Assets under management$1.01B$1.06B$1.06B
Asset growth, last 2 years+40%+44%+26%
Advisory staff6108
Individual clients2525841,921
Assets per client$4M$1.8M$552K
Clients per advisor4258240
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack221
People on Advicer.bio5109

From each firm's latest Form ADV (Oct 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.

ToolThe Northstar Group, Inc.Hanson & Doremus Investment ManagementTalon LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Digital Marketing
Mailchimp–Uses it–

Custodians on Form ADV: The Northstar Group, Inc.: Pershing, Schwab · Hanson & Doremus Investment Management: Schwab · Talon LLC: Fidelity, Schwab, Altruist, Nationwide