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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
Dallas, TX
Assets under management$15.32B$16.91B$14.39B
Asset growth, last 2 years+42%+23%+47%
Advisory staff8712211
Individual clients34214217,878
Assets per client$44.8M$119.1M$805K
Clients per advisor41285
Main custodianFidelityFidelityWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio906281

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, LLCProspera Financial Services, Inc.
Client File Sharing
ShareFileUses it––

Custodians on Form ADV: Ballentine Partners: Fidelity · Allen Investment Management, LLC: Fidelity, Pershing, Schwab, J.P. Morgan · Prospera Financial Services, Inc.: Wells Fargo