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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 Newedge Advisors (swap one in):+ Capital Group Private Client Services, Inc. $48.37B · Los Angeles, CA+ Canterbury Consulting Incorporated $45.88B · Newport Beach, CA+ Bmo Private Investment Counsel Inc. $40.18B · Toronto, Ontario+ First Manhattan Co. LLC $38.09B · New York, NY
New Orleans, LA
New York, NY
New York, NY
Assets under management$43.21B$47.26B$37.93B
Asset growth, last 2 years+134%+46%+16%
Advisory staff5154,6641,020
Individual clients48,80974,96072,469
Assets per client$885K$630K$523K
Clients per advisor951671
Main custodianLPL FinancialLPL FinancialPershing
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio60317371410

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.

ToolNewedge AdvisorsEquitable Advisors, LLCAdvice and Planning Services
Portfolio Management
OrionUses it––

Custodians on Form ADV: Newedge Advisors: LPL Financial, Fidelity, Schwab, Raymond James, Mid Atlantic Trust Company · Equitable Advisors, LLC: LPL Financial · Advice and Planning Services: Pershing