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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 Park Avenue Securities LLC (swap one in):+ Ehrenkranz Partners L.p. $21.54B · New York, NY+ Thrivent Investment Management Inc. $20.77B · Minneapolis, MN+ Comprehensive Financial Management LLC $18.52B · Los Gatos, CA+ Allen Investment Management, LLC $16.91B · New York, NY
New York, NY
New York, NY
New York, NY
Assets under management$19.58B$21.33B$20.6B
Asset growth, last 2 years+65%+14%+14%
Advisory staff2,05412955
Individual clients80,26741,800219
Assets per client$244K$510K$94.1M
Clients per advisor393244
Main custodian–Oppenheimer & Co. Inc.Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio14255–

From each firm's latest Form ADV (Sep 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.

ToolPark Avenue Securities LLCOppenheimer Asset ManagementOffit Capital
Financial Planning
eMoneyUses it––
Envestnet MoneyGuideUses it––
Custodial Platform
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Park Avenue Securities LLC: none listed · Oppenheimer Asset Management: Oppenheimer & Co. Inc. · Offit Capital: Schwab