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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+ First Manhattan Co. LLC $38.09B · New York, NY+ Advice and Planning Services $37.93B · New York, NY
New Orleans, LA
New York, NY
Toronto, Ontario
Assets under management$43.21B$47.26B$40.18B
Asset growth, last 2 years+134%+46%+33%
Advisory staff5154,664130
Individual clients48,80974,96026,293
Assets per client$885K$630K$1.5M
Clients per advisor9516202
Main custodianLPL FinancialLPL FinancialBmo Trust Company
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio6031737–

From each firm's latest Form ADV (Oct 2026, Mar 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, LLCBmo Private Investment Counsel Inc.
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 · Bmo Private Investment Counsel Inc.: Bmo Trust Company