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.
Seattle, WA | Fort Mill, SC | St. Petersburg, FL | |
|---|---|---|---|
| Assets under management | $684.78B | $819.12B | $500.96B |
| Asset growth, last 2 years | +44% | +77% | +43% |
| Advisory staff | 213 | 36,280 | 5,683 |
| Individual clients | 229,927 | 1,962,908 | 513,125 |
| Assets per client | $3M | $417K | $976K |
| Clients per advisor | 1,079 | 54 | 90 |
| Main custodian | BNY | – | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 7 | 1928 | 1750 |
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.
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.
Custodians on Form ADV: Parametric Portfolio Associates: BNY, Morgan Stanley · LPL Financial LLC: none listed · Raymond James & Associates, Inc.: Raymond James