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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 Lincoln Investment (swap one in):+ Stonehage Fleming $23.84B · London, Greater London+ Integrated Wealth Concepts LLC $23.58B · Waltham, MA+ Baker Street Advisors, LLC $20.77B · San Francisco, CA+ Thrivent Investment Management Inc. $20.77B · Minneapolis, MN
Fort Washington, PA
Carmel, IN
San Francisco, CA
Assets under management$21.99B$23.33B$23.26B
Asset growth, last 2 years+28%+28%+51%
Advisory staff8743699
Individual clients138,132589163
Assets per client$159K$39.6M$142.7M
Clients per advisor158162
Main custodianLincoln Investment Planning, LLCFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–42
People on Advicer.bio9075015

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, LTDJordan Park Group LLC
Custodial Platform
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac–Uses it–
Performance Reporting
Addepar––Uses it
Project Management
Smartsheet–Uses it–

Custodians on Form ADV: Lincoln Investment: Lincoln Investment Planning, LLC · Oxford Financial Group, LTD: Fidelity, Pershing · Jordan Park Group LLC: Schwab, Fidelity