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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 Lpl Enterprise, LLC (swap one in):+ Plante Moran Financial Advisors $26.93B · Southfield, MI+ Summit Financial, LLC $26.35B · Parsippany, NJ+ Integrated Wealth Concepts LLC $23.58B · Waltham, MA+ Oxford Financial Group, LTD $23.33B · Carmel, IN
Fort Mill, SC
New York, NY
San Francisco, CA
Assets under management$24.94B$26.52B$23.26B
Asset growth, last 2 years–+1,744%+51%
Advisory staff4,49216899
Individual clients102,07115,155163
Assets per client$244K$1.8M$142.7M
Clients per advisor23902
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2017
Tools in their stack9–2
People on Advicer.bio170923315

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

ToolLpl Enterprise, LLCArax Advisory PartnersJordan Park Group LLC
Advisory Fee Billing
AdvicePayUses it––
Client File Sharing
ShareFile––Uses it
Client Meeting Support
JumpUses it––
CRM
SalesforceUses it––
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Estate Planning
Trust & WillUses it––
Financial Planning
eMoneyUses it––
Investment Data/Analytics
KwantiUses it––
Performance Reporting
Addepar––Uses it
Proposal Generation/Sales Enablement
Exhibit AUses it––
Tax Planning
HolistiplanUses it––

Custodians on Form ADV: Lpl Enterprise, LLC: none listed · Arax Advisory Partners: Schwab, Fidelity · Jordan Park Group LLC: Schwab, Fidelity