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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):+ Independent Family Office, LLC $760.1M · Albany, NY+ 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
San Luis Obispo, CA
Assets under management$723.6M$768.9M$760M
Asset growth, last 2 years+8%+44%+54%
Advisory staff824
Individual clients45397223
Assets per client$1.6M$7.9M$3.4M
Clients per advisor574956
Main custodianFidelitySchwabSchwab
Filing with the SEC since20142012 or earlier2020
Tools in their stack––5
People on Advicer.bio926

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, LLCSan Luis Wealth Advisors
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Wealthstar Advisors, LLC: Fidelity · Hourglass Capital, LLC: Schwab · San Luis Wealth Advisors: Schwab, Fidelity