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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):+ Empower Advisory Group, LLC $195.43B · Greenwood Village, CO+ 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
St. Louis, MO
Assets under management$155.41B$169.58B$181.86B
Asset growth, last 2 years+45%+21%+747%
Advisory staff3674421,025
Individual clients12,93317,34061,002
Assets per client$12M$9.8M$3M
Clients per advisor353960
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack111
People on Advicer.bio3874881046

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 LLCFocus Partners Wealth, LLC
CRM
HubSpotUses it––
Digital Marketing
Snappy Kraken–Uses it–
TAMP
Focus Partners Advisor Solutions––Uses it

Custodians on Form ADV: Onedigital: Fidelity, Empower, Schwab · Global Retirement Partners LLC: LPL Financial · Focus Partners Wealth, LLC: Schwab, Fidelity