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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):+ Managed Account Advisors LLC $994.99B · Jersey City, NJ+ LPL Financial LLC $819.12B · Fort Mill, SC+ Blackrock Investment Management, LLC $676.69B · Princeton, NJ+ Wells Fargo Advisors $671.42B · St. Louis, MO
Nashville, TN
Weehawken, NJ
Seattle, WA
Assets under management$763.4B$915.79B$684.78B
Asset growth, last 2 years+17%+30%+44%
Advisory staff1,6169,149213
Individual clients25,5131,098,059229,927
Assets per client$29.9M$834K$3M
Clients per advisor161201,079
Main custodianSanford C. Bernstein & Co., LLC–BNY
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio51719017

From each firm's latest Form ADV (Jul 2026, Aug 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: Alliancebernstein L.p.: Sanford C. Bernstein & Co., LLC, J.P. Morgan · UBS Financial Services Inc.: none listed · Parametric Portfolio Associates: BNY, Morgan Stanley