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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 Edelman Financial Engines (swap one in):+ Raymond James Financial Services Advisors, Inc $390.04B · Saint Petersburg, FL+ Vanguard Advisers, Inc. $344.62B · Malvern, PA+ Creative Planning $295.57B · Overland Park, KS+ Victory Capital Management Inc. $282.71B · San Antonio, TX
Santa Clara, CA
Plano, TX
Schaumburg, IL
Assets under management$326.29B$386.67B$256.81B
Asset growth, last 2 years+21%+40%+146%
Advisory staff5531,9489,049
Individual clients477,170199,061801,652
Assets per client$684K$1.9M$320K
Clients per advisor86310289
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio72615711800

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

ToolEdelman Financial EnginesFisher InvestmentsCetera Investment Advisers LLC
Custodial Platform
AdviceWorks––Uses it

Custodians on Form ADV: Edelman Financial Engines: Fidelity, Schwab, Vanguard, Alight Solutions, LLC · Fisher Investments: Schwab, Fidelity · Cetera Investment Advisers LLC: Pershing, Cetera Investment Services LLC, Schwab