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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 Principal Securities, Inc. (swap one in):+ Comprehensive Financial Management LLC $18.52B · Los Gatos, CA+ Stephens $18.04B · Little Rock, AR+ Mycio Wealth Partners, LLC $15.78B · Philadelphia, PA+ Primerica Advisors $15.54B · Duluth, GA
Des Moines, IA
Cedar Rapids, IA
San Francisco, CA
Assets under management$17.02B$18.83B$16.01B
Asset growth, last 2 years+41%+48%+634%
Advisory staff1,464173252
Individual clients51,650212,70014,593
Assets per client$330K$89K$1.1M
Clients per advisor351,22958
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack––7
People on Advicer.bio1369308336

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

ToolPrincipal Securities, Inc.Transamerica Retirement Advisors, LLCFarther
Prospecting
Poseidon––Uses it
Wealthfeed––Uses it
Account Aggregation
Plaid––Uses it
Client Data Gathering
TaxStatus––Uses it
CRM
HubSpot––Uses it
Estate Planning
EncorEstate Plans––Uses it
Planning Support
advice.ai––Uses it

Custodians on Form ADV: Principal Securities, Inc.: Fidelity · Transamerica Retirement Advisors, LLC: Pershing, State Street · Farther: Schwab, Fidelity, Pershing