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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 Commonwealth Financial Network (swap one in):+ Cetera Investment Advisers LLC $256.81B · Schaumburg, IL+ Osaic Wealth, Inc. $234.86B · Scottsdale, AZ+ Stifel, Nicolaus & Company, Incorporated $197.53B · St Louis, MO+ Empower Advisory Group, LLC $195.43B · Greenwood Village, CO
Waltham, MA
St. Louis, MO
Chicago, IL
Assets under management$212.66B$252.25B$198.58B
Asset growth, last 2 years+20%+64%+52%
Advisory staff2,6502,366953
Individual clients355,973455,83762,807
Assets per client$597K$553K$3.2M
Clients per advisor13419366
Main custodianFidelityWells FargoFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio167016271050

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

ToolCommonwealth Financial NetworkWells Fargo AdvisorsHightower Advisors, LLC
CRM
HubSpot––Uses it

Custodians on Form ADV: Commonwealth Financial Network: Fidelity · Wells Fargo Advisors: Wells Fargo · Hightower Advisors, LLC: Fidelity, Schwab, Pershing