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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 Empower Advisory Group, LLC (swap one in):+ Cetera Investment Advisers LLC $256.81B · Schaumburg, IL+ Wells Fargo Advisors $252.25B · St. Louis, MO+ Focus Partners Wealth, LLC $181.86B · St. Louis, MO+ Global Retirement Partners LLC $169.58B · San Rafael, CA
Greenwood Village, CO
Scottsdale, AZ
Waltham, MA
Assets under management$195.43B$234.86B$212.66B
Asset growth, last 2 years+46%+148%+20%
Advisory staff6,1387,1432,650
Individual clients293,347569,367355,973
Assets per client$666K$412K$597K
Clients per advisor4880134
Main custodianEmpowerPershingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio147718031670

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

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

Custodians on Form ADV: Empower Advisory Group, LLC: Empower, Pershing, State Street · Osaic Wealth, Inc.: Pershing, Fidelity · Commonwealth Financial Network: Fidelity