Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Lincoln Investment (swap one in):+ Integrated Wealth Concepts LLC $23.58B · Waltham, MA+ Jordan Park Group LLC $23.26B · San Francisco, CA+ Thrivent Investment Management Inc. $20.77B · Minneapolis, MN+ Offit Capital $20.6B · New York, NY
Fort Washington, PA
Carmel, IN
San Francisco, CA
Assets under management$21.99B$23.33B$20.77B
Asset growth, last 2 years+28%+28%+43%
Advisory staff8743615
Individual clients138,132589504
Assets per client$159K$39.6M$41.2M
Clients per advisor1581634
Main custodianLincoln Investment Planning, LLCFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–41
People on Advicer.bio90750–

From each firm's latest Form ADV (Oct 2026, Jul 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.

ToolLincoln InvestmentOxford Financial Group, LTDBaker Street Advisors, LLC
Custodial Platform
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
Envestnet Tamarac–Uses it–
Project Management
Smartsheet–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Lincoln Investment: Lincoln Investment Planning, LLC · Oxford Financial Group, LTD: Fidelity, Pershing · Baker Street Advisors, LLC: Schwab, Fidelity