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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 Orion Portfolio Solutions, LLC (swap one in):+ Cresset Asset Management, LLC $78.94B · Chicago, IL+ Truist Advisory Services, Inc. $77.39B · Atlanta, GA+ Quantinno Capital Management LP $60.91B · New York, NY+ Cwm, LLC $50.58B · Omaha, NE
Omaha, NE
New York, NY
New York, NY
Assets under management$64.84B$72.96B$69.52B
Asset growth, last 2 years+20%+21%+51%
Advisory staff4713834
Individual clients185,37716,1701,016,879
Assets per client$350K$4.5M$68K
Clients per advisor3,94411729,908
Main custodianFidelityCity National BankMtg, LLC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio19912126

From each firm's latest Form ADV (Jul 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.

ToolOrion Portfolio Solutions, LLCRBC Rochdale, LLCBetterment
CRM
HubSpot––Uses it
RedtailUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Orion Portfolio Solutions, LLC: Fidelity, Schwab · RBC Rochdale, LLC: City National Bank, Pershing, AssetMark · Betterment: Mtg, LLC