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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+ Farther $16.01B · San Francisco, CA+ Mycio Wealth Partners, LLC $15.78B · Philadelphia, PA
Des Moines, IA
Cedar Rapids, IA
Duluth, GA
Assets under management$17.02B$18.83B$15.54B
Asset growth, last 2 years+41%+48%+84%
Advisory staff1,4641733,959
Individual clients51,650212,70067,586
Assets per client$330K$89K$230K
Clients per advisor351,22917
Main custodianFidelityPershingPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio13693081776

From each firm's latest Form ADV (Mar 2026, Sep 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, LLCPrimerica Advisors
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
Acuity Scheduling––Uses it

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