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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 Cambiar Investors, LLC (swap one in):+ Eagle Global Advisors LLC $3.1B · Houston, TX+ Red Door Wealth Management, LLC $3.09B · Memphis, TN+ Turtle Creek Wealth Advisors, LLC $2.76B · Dallas, TX+ A16z Perennial Management, L.p. $2.75B · Menlo Park, CA
Denver, CO
Boston, MA
Overland Park,, KS
Assets under management$2.92B$3.1B$2.77B
Asset growth, last 2 years−13%−53%+44%
Advisory staff8367
Individual clients5,2541,0243,537
Assets per client$556K$3M$783K
Clients per advisor65728505
Main custodianMorgan StanleyFidelityFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack–––
People on Advicer.bio3806

From each firm's latest Form ADV (Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Cambiar Investors, LLC: Morgan Stanley, UBS · Svb Wealth: Fidelity, Schwab, Boston Private Bank & Trust · Mariner: Fidelity