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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+ Parametric Portfolio Associates $684.78B · Seattle, WA+ Blackrock Investment Management, LLC $676.69B · Princeton, NJ
Nashville, TN
Weehawken, NJ
St. Louis, MO
Assets under management$763.4B$915.79B$671.42B
Asset growth, last 2 years+17%+30%+20%
Advisory staff1,6169,1497,957
Individual clients25,5131,098,0591,298,616
Assets per client$29.9M$834K$517K
Clients per advisor16120163
Main custodianSanford C. Bernstein & Co., LLC––
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––9
People on Advicer.bio51719011686

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.Wells Fargo Advisors
Advice Engagement
fpPathfinder––Uses it
Cash Management/Budgeting
Monarch––Uses it
Client Data Gathering
PreciseFP––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Investment Data/Analytics
Fi360––Uses it
Planning Light
Advyzon––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Tax Planning
ProConnect––Uses it

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