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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
Greenwood Village, CO
Assets under management$155.41B$169.58B$195.43B
Asset growth, last 2 years+45%+21%+46%
Advisory staff3674426,138
Individual clients12,93317,340293,347
Assets per client$12M$9.8M$666K
Clients per advisor353948
Main custodianFidelityLPL FinancialEmpower
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack11–
People on Advicer.bio3874881477

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

ToolOnedigitalGlobal Retirement Partners LLCEmpower Advisory Group, LLC
CRM
HubSpotUses it––
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Onedigital: Fidelity, Empower, Schwab · Global Retirement Partners LLC: LPL Financial · Empower Advisory Group, LLC: Empower, Pershing, State Street