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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 Alliancebernstein L.p. (swap one in):+ Edward Jones $1.01T · St. Louis, MO+ Managed Account Advisors LLC $994.99B · Jersey City, NJ+ Parametric Portfolio Associates $684.78B · Seattle, WA+ Blackrock Investment Management, LLC $676.69B · Princeton, NJ
Nashville, TN
Weehawken, NJ
Fort Mill, SC
Assets under management$763.4B$915.79B$819.12B
Asset growth, last 2 years+17%+30%+77%
Advisory staff1,6169,14936,280
Individual clients25,5131,098,0591,962,908
Assets per client$29.9M$834K$417K
Clients per advisor1612054
Main custodianSanford C. Bernstein & Co., LLC––
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio51719011928

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

ToolAlliancebernstein L.p.UBS Financial Services Inc.LPL Financial LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Alliancebernstein L.p.: Sanford C. Bernstein & Co., LLC, J.P. Morgan · UBS Financial Services Inc.: none listed · LPL Financial LLC: none listed