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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 Ameriprise Financial Services, LLC (swap one in):+ Managed Account Advisors LLC $994.99B · Jersey City, NJ+ UBS Financial Services Inc. $915.79B · Weehawken, NJ+ Raymond James & Associates, Inc. $500.96B · St. Petersburg, FL+ J.p. Morgan Private Investments Inc. $469.98B · New York, NY
Minneapolis, MN
Fort Mill, SC
Nashville, TN
Assets under management$660.47B$819.12B$763.4B
Asset growth, last 2 years+38%+77%+17%
Advisory staff12,68136,2801,616
Individual clients1,373,0631,962,90825,513
Assets per client$481K$417K$29.9M
Clients per advisor1085416
Main custodianAmerican Enterprise Investment Services Inc.–Sanford C. Bernstein & Co., LLC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio18811928517

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

ToolAmeriprise Financial Services, LLCLPL Financial LLCAlliancebernstein L.p.
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–

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