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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 Hightower Advisors, LLC (swap one in):+ Wells Fargo Advisors $252.25B · St. Louis, MO+ Osaic Wealth, Inc. $234.86B · Scottsdale, AZ+ Focus Partners Wealth, LLC $181.86B · St. Louis, MO+ Global Retirement Partners LLC $169.58B · San Rafael, CA
Chicago, IL
Schaumburg, IL
Waltham, MA
Assets under management$198.58B$256.81B$212.66B
Asset growth, last 2 years+52%+146%+20%
Advisory staff9539,0492,650
Individual clients62,807801,652355,973
Assets per client$3.2M$320K$597K
Clients per advisor6689134
Main custodianFidelityPershingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio105018001670

From each firm's latest Form ADV (Oct 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.

ToolHightower Advisors, LLCCetera Investment Advisers LLCCommonwealth Financial Network
CRM
HubSpotUses it––
Custodial Platform
AdviceWorks–Uses it–

Custodians on Form ADV: Hightower Advisors, LLC: Fidelity, Schwab, Pershing · Cetera Investment Advisers LLC: Pershing, Cetera Investment Services LLC, Schwab · Commonwealth Financial Network: Fidelity