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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+ Dash Investments $681.6M · Plano, TX
Plano, TX
Houston, TX
Albany, NY
Assets under management$723.6M$768.9M$760.1M
Asset growth, last 2 years+8%+44%+37%
Advisory staff823
Individual clients4539743
Assets per client$1.6M$7.9M$17.7M
Clients per advisor574914
Main custodianFidelitySchwabFidelity
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio923

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wealthstar Advisors, LLC: Fidelity · Hourglass Capital, LLC: Schwab · Independent Family Office, LLC: Fidelity