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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):+ Managed Account Advisors LLC $994.99B · Jersey City, 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
Weehawken, NJ
Assets under management$684.78B$819.12B$915.79B
Asset growth, last 2 years+44%+77%+30%
Advisory staff21336,2809,149
Individual clients229,9271,962,9081,098,059
Assets per client$3M$417K$834K
Clients per advisor1,07954120
Main custodianBNY––
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio719281901

From each firm's latest Form ADV (Apr 2026, Oct 2026, Aug 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 LLCUBS Financial Services Inc.
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–

Custodians on Form ADV: Parametric Portfolio Associates: BNY, Morgan Stanley · LPL Financial LLC: none listed · UBS Financial Services Inc.: none listed