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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 Freestone Capital Management, LLC (swap one in):+ Primerica Advisors $15.54B · Duluth, GA+ Evercore Wealth Management, LLC $15.52B · New York, NY+ Sapient Capital LLC $13.76B · Indianapolis, IN+ Kestra Private Wealth Services, LLC $13.45B · Austin, TX
Seattle, WA
Atlanta, GA
Waltham, MA
Assets under management$14.54B$15.48B$15.32B
Asset growth, last 2 years+53%+213%+42%
Advisory staff4634487
Individual clients2,90629,516342
Assets per client$5M$524K$44.8M
Clients per advisor63864
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack111
People on Advicer.bio6635390

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

ToolFreestone Capital Management, LLCOsaic Advisory Services, LLCBallentine Partners
Client File Sharing
ShareFile––Uses it
CRM
Envestnet TamaracUses it––
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Freestone Capital Management, LLC: Schwab · Osaic Advisory Services, LLC: Schwab, Fidelity · Ballentine Partners: Fidelity