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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):+ Mission Wealth Management, LP $17B · Santa Barbara, CA+ 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
Des Moines, IA
Assets under management$15.32B$16.91B$17.02B
Asset growth, last 2 years+42%+23%+41%
Advisory staff87121,464
Individual clients34214251,650
Assets per client$44.8M$119.1M$330K
Clients per advisor41235
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio9061369

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, LLCPrincipal Securities, Inc.
Client File Sharing
ShareFileUses it––

Custodians on Form ADV: Ballentine Partners: Fidelity · Allen Investment Management, LLC: Fidelity, Pershing, Schwab, J.P. Morgan · Principal Securities, Inc.: Fidelity