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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 Primerica Advisors (swap one in):+ Mission Wealth Management, LP $17B · Santa Barbara, CA+ Nationwide Investment Advisors, LLC $16.73B · Columbus, OH+ Freestone Capital Management, LLC $14.54B · Seattle, WA+ Prospera Financial Services, Inc. $14.39B · Dallas, TX
Duluth, GA
New York, NY
Summit, NJ
Assets under management$15.54B$16.91B$14.07B
Asset growth, last 2 years+84%+23%+38%
Advisory staff3,9591211
Individual clients67,586142349
Assets per client$230K$119.1M$40.3M
Clients per advisor171232
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio1776611

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

ToolPrimerica AdvisorsAllen Investment Management, LLCCircle Wealth Management, LLC
Custodial Platform
NetX360 (Pershing)Uses it––
Performance Reporting
Addepar––Uses it
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Primerica Advisors: Pershing · Allen Investment Management, LLC: Fidelity, Pershing, Schwab, J.P. Morgan · Circle Wealth Management, LLC: Schwab, Bank of Nova Scotia, J.P. Morgan