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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 Ballentine Partners (swap one in):+ Principal Securities, Inc. $17.02B · Des Moines, IA+ Nationwide Investment Advisors, LLC $16.73B · Columbus, OH+ Freestone Capital Management, LLC $14.54B · Seattle, WA+ Loring, Wolcott & Coolidge Fiduciary Advisors, LLP $12.84B · Boston, MA
Waltham, MA
New York, NY
Santa Barbara, CA
Assets under management$15.32B$16.91B$17B
Asset growth, last 2 years+42%+23%+140%
Advisory staff8712135
Individual clients3421425,299
Assets per client$44.8M$119.1M$3.2M
Clients per advisor41239
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–3
People on Advicer.bio906137

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

ToolBallentine PartnersAllen Investment Management, LLCMission Wealth Management, LP
Client File Sharing
ShareFileUses it––
Client Portal
Fynancial––Uses it
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Ballentine Partners: Fidelity · Allen Investment Management, LLC: Fidelity, Pershing, Schwab, J.P. Morgan · Mission Wealth Management, LP: Fidelity, Schwab