Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Advice and Planning Services $37.93B · New York, NY
New Orleans, LA
New York, NY
New York, NY
Assets under management$43.21B$47.26B$38.09B
Asset growth, last 2 years+134%+46%+20%
Advisory staff5154,66451
Individual clients48,80974,9606,080
Assets per client$885K$630K$6.3M
Clients per advisor9516119
Main custodianLPL FinancialLPL FinancialPershing
Filing with the SEC since20142012 or earlier2023
Tools in their stack1––
People on Advicer.bio603173766

From each firm's latest Form ADV (Oct 2026, Aug 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, LLCFirst Manhattan Co. LLC
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 · First Manhattan Co. LLC: Pershing