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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
New York, NY
Assets under management$326.29B$386.67B$429.69B
Asset growth, last 2 years+21%+40%+72%
Advisory staff5531,9488,479
Individual clients477,170199,0611,234,172
Assets per client$684K$1.9M$348K
Clients per advisor863102146
Main custodianFidelitySchwabJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio72615711830

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Edelman Financial Engines: Fidelity, Schwab, Vanguard, Alight Solutions, LLC · Fisher Investments: Schwab, Fidelity · J.p. Morgan Securities LLC: J.P. Morgan