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.
Schaumburg, IL | Overland Park, KS | Scottsdale, AZ | |
|---|---|---|---|
| Assets under management | $256.81B | $295.57B | $234.86B |
| Asset growth, last 2 years | +146% | +69% | +148% |
| Advisory staff | 9,049 | 1,538 | 7,143 |
| Individual clients | 801,652 | 87,051 | 569,367 |
| Assets per client | $320K | $3.4M | $412K |
| Clients per advisor | 89 | 57 | 80 |
| Main custodian | Pershing | Schwab | Pershing |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1800 | 1161 | 1803 |
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.
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.
Custodians on Form ADV: Cetera Investment Advisers LLC: Pershing, Cetera Investment Services LLC, Schwab · Creative Planning: Schwab, Fidelity · Osaic Wealth, Inc.: Pershing, Fidelity