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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):+ Truist Advisory Services, Inc. $77.39B · Atlanta, GA+ Betterment $69.52B · New York, NY+ Quantinno Capital Management LP $60.91B · New York, NY+ Private Advisor Group, LLC $57.7B · Morristown, NJ
Omaha, NE
New York, NY
Omaha, NE
Assets under management$64.84B$72.96B$50.58B
Asset growth, last 2 years+20%+21%+89%
Advisory staff47138472
Individual clients185,37716,17052,263
Assets per client$350K$4.5M$968K
Clients per advisor3,944117111
Main custodianFidelityCity National BankSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–5
People on Advicer.bio199121676

From each firm's latest Form ADV (Jul 2026, 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

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, LLCCwm, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
CRM
RedtailUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it–Uses it

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