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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 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+ Century Management Financial Advisors $679.5M · Austin, TX
Plano, TX
Houston, TX
Plano, TX
Assets under management$723.6M$768.9M$681.6M
Asset growth, last 2 years+8%+44%+36%
Advisory staff827
Individual clients45397432
Assets per client$1.6M$7.9M$1.6M
Clients per advisor574962
Main custodianFidelitySchwabSchwab
Filing with the SEC since20142012 or earlier2018
Tools in their stack––3
People on Advicer.bio926

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

ToolWealthstar Advisors, LLCHourglass Capital, LLCDash Investments
Client File Sharing
Box––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Wealthstar Advisors, LLC: Fidelity · Hourglass Capital, LLC: Schwab · Dash Investments: Schwab