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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):+ Scs Capital Management LLC $48.65B · Boston, MA+ Capital Group Private Client Services, Inc. $48.37B · Los Angeles, 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
Newport Beach, CA
Assets under management$43.21B$47.26B$45.88B
Asset growth, last 2 years+134%+46%+594%
Advisory staff5154,66425
Individual clients48,80974,960100
Assets per client$885K$630K$458.8M
Clients per advisor95164
Main custodianLPL FinancialLPL FinancialSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio603173723

From each firm's latest Form ADV (Oct 2026, May 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, LLCCanterbury Consulting Incorporated
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 · Canterbury Consulting Incorporated: Schwab, U.S. Bank