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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):+ Evercore Wealth Management, LLC $15.52B · New York, NY+ Ballentine Partners $15.32B · Waltham, MA+ Sapient Capital LLC $13.76B · Indianapolis, IN+ Kestra Private Wealth Services, LLC $13.45B · Austin, TX
Seattle, WA
Atlanta, GA
Duluth, GA
Assets under management$14.54B$15.48B$15.54B
Asset growth, last 2 years+53%+213%+84%
Advisory staff463443,959
Individual clients2,90629,51667,586
Assets per client$5M$524K$230K
Clients per advisor638617
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack112
People on Advicer.bio663531776

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, LLCPrimerica Advisors
CRM
Envestnet TamaracUses it––
Custodial Platform
NetX360 (Pershing)––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Freestone Capital Management, LLC: Schwab · Osaic Advisory Services, LLC: Schwab, Fidelity · Primerica Advisors: Pershing