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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 Allen Investment Management, LLC (swap one in):+ Park Avenue Securities LLC $19.58B · New York, NY+ Stephens $18.04B · Little Rock, AR+ Farther $16.01B · San Francisco, CA+ Evercore Wealth Management, LLC $15.52B · New York, NY
New York, NY
New York, NY
New York, NY
Assets under management$16.91B$20.6B$21.33B
Asset growth, last 2 years+23%+14%+14%
Advisory staff1255129
Individual clients14221941,800
Assets per client$119.1M$94.1M$510K
Clients per advisor124324
Main custodianFidelitySchwabOppenheimer & Co. Inc.
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio6–5

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

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

Custodians on Form ADV: Allen Investment Management, LLC: Fidelity, Pershing, Schwab, J.P. Morgan · Offit Capital: Schwab · Oppenheimer Asset Management: Oppenheimer & Co. Inc.