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 Wealthstar Advisors, LLC (swap one in):+ San Luis Wealth Advisors $760M · San Luis Obispo, CA+ Hughes Financial Services, LLC $759.8M · Herndon, VA+ Precedent Wealth Partners, LLC $685M · Houston, TX+ Dash Investments $681.6M · Plano, TX
Plano, TX
Houston, TX
Austin, TX
Assets under management$723.6M$768.9M$679.5M
Asset growth, last 2 years+8%+44%+47%
Advisory staff8212
Individual clients45397707
Assets per client$1.6M$7.9M$961K
Clients per advisor574959
Main custodianFidelitySchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio929

From each firm's latest Form ADV (Mar 2026, Oct 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.

ToolWealthstar Advisors, LLCHourglass Capital, LLCCentury Management Financial Advisors
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Wealthstar Advisors, LLC: Fidelity · Hourglass Capital, LLC: Schwab · Century Management Financial Advisors: Schwab, Fidelity