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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 Parametric Portfolio Associates (swap one in):+ UBS Financial Services Inc. $915.79B · Weehawken, NJ+ Alliancebernstein L.p. $763.4B · Nashville, TN+ Raymond James & Associates, Inc. $500.96B · St. Petersburg, FL+ J.p. Morgan Private Investments Inc. $469.98B · New York, NY
Seattle, WA
Fort Mill, SC
Jersey City, NJ
Assets under management$684.78B$819.12B$994.99B
Asset growth, last 2 years+44%+77%+44%
Advisory staff21336,28025
Individual clients229,9271,962,9081,413,581
Assets per client$3M$417K$704K
Clients per advisor1,0795456,543
Main custodianBNY–Merrill
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio7192827

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

ToolParametric Portfolio AssociatesLPL Financial LLCManaged Account Advisors LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Custodial Platform
Merrill––Uses it

Custodians on Form ADV: Parametric Portfolio Associates: BNY, Morgan Stanley · LPL Financial LLC: none listed · Managed Account Advisors LLC: Merrill