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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 Oppenheimer Asset Management (swap one in):+ Arax Advisory Partners $26.52B · New York, NY+ Johnson Investment Counsel, Inc. $22.98B · Cincinnati, OH+ New Edge Wealth $19.93B · Stamford, CT+ Park Avenue Securities LLC $19.58B · New York, NY
New York, NY
Rye Brook, NY
Los Angeles, CA
Assets under management$21.33B$24.74B$22.54B
Asset growth, last 2 years+14%+40%+59%
Advisory staff12938128
Individual clients41,80026,8699,520
Assets per client$510K$921K$2.4M
Clients per advisor32470774
Main custodianOppenheimer & Co. Inc.SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio521143

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Oppenheimer Asset Management: Oppenheimer & Co. Inc. · Belle Haven Investments, L.p.: Schwab, Wells Fargo, Fidelity · Seia: Schwab, Fidelity