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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 &Partners (swap one in):+ Allworth Financial, L.p. $33.55B · Folsom, CA+ BNY Mellon Advisors, Inc. $33.48B · New York, NY+ Silvercrest Asset Management Group LLC $28.33B · New York, NY+ Plante Moran Financial Advisors $26.93B · Southfield, MI
Nashville, TN
Akron, OH
New York, NY
Assets under management$30.27B$32.24B$32.04B
Asset growth, last 2 years+2,480%+62%+57%
Advisory staff4391952,463
Individual clients53,86311,064132,722
Assets per client$562K$2.9M$241K
Clients per advisor1235754
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio5602601666

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

Tool&PartnersSequoia Financial Group, L.l.c.Eagle Strategies LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Portfolio Management
Envestnet––Uses it

Custodians on Form ADV: &Partners: Pershing, Fidelity · Sequoia Financial Group, L.l.c.: Schwab, Fidelity · Eagle Strategies LLC: Fidelity