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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 Onedigital (swap one in):+ Focus Partners Wealth, LLC $181.86B · St. Louis, MO+ Corient $165.25B · Miami, FL+ Franklin Templeton Private Portfolio Group, LLC $139.88B · New York, NY+ Mariner $125.41B · Overland Park, KS
Overland Park, KS
San Rafael, CA
Fairfield, IA
Assets under management$155.41B$169.58B$138.69B
Asset growth, last 2 years+45%+21%+59%
Advisory staff3674423,496
Individual clients12,93317,340355,872
Assets per client$12M$9.8M$390K
Clients per advisor3539102
Main custodianFidelityLPL FinancialPershing
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack11–
People on Advicer.bio3874881698

From each firm's latest Form ADV (Apr 2026, Sep 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.

ToolOnedigitalGlobal Retirement Partners LLCCambridge Investment Research Advisors, Inc.
CRM
HubSpotUses it––
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Onedigital: Fidelity, Empower, Schwab · Global Retirement Partners LLC: LPL Financial · Cambridge Investment Research Advisors, Inc.: Pershing, Fidelity