Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Cetera Investment Advisers LLC (swap one in):+ RBC Capital Markets, LLC $310.43B · New York, NY+ Victory Capital Management Inc. $282.71B · San Antonio, TX+ Osaic Wealth, Inc. $234.86B · Scottsdale, AZ+ Hightower Advisors, LLC $198.58B · Chicago, IL
Schaumburg, IL
Overland Park, KS
Waltham, MA
Assets under management$256.81B$295.57B$212.66B
Asset growth, last 2 years+146%+69%+20%
Advisory staff9,0491,5382,650
Individual clients801,65287,051355,973
Assets per client$320K$3.4M$597K
Clients per advisor8957134
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio180011611670

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

ToolCetera Investment Advisers LLCCreative PlanningCommonwealth Financial Network
Custodial Platform
AdviceWorksUses it––

Custodians on Form ADV: Cetera Investment Advisers LLC: Pershing, Cetera Investment Services LLC, Schwab · Creative Planning: Schwab, Fidelity · Commonwealth Financial Network: Fidelity