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 Eagle Strategies LLC (swap one in):+ Rockefeller Capital Management $36.76B · New York, NY+ Wealthspire Advisors $34.32B · New York, NY+ Silvercrest Asset Management Group LLC $28.33B · New York, NY+ Arax Advisory Partners $26.52B · New York, NY
New York, NY
New York, NY
New York, NY
Assets under management$32.04B$36.49B$36.71B
Asset growth, last 2 years+57%+30%+34%
Advisory staff2,463531,219
Individual clients132,72220337,047
Assets per client$241K$179.8M$991K
Clients per advisor54430
Main custodianFidelitySchwabOppenheimer & Co. Inc.
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio1666601167

From each firm's latest Form ADV (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.

ToolEagle Strategies LLCBbr Partners, LLCOppenheimer & Co. Inc.
Portfolio Management
d1g1t–Uses it–
EnvestnetUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––

Custodians on Form ADV: Eagle Strategies LLC: Fidelity · Bbr Partners, LLC: Schwab · Oppenheimer & Co. Inc.: Oppenheimer & Co. Inc.