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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):+ Stratos Wealth Partners, LTD $18.65B · Beachwood, OH+ Comprehensive Financial Management LLC $18.52B · Los Gatos, CA+ Farther $16.01B · San Francisco, CA+ Mycio Wealth Partners, LLC $15.78B · Philadelphia, PA
Des Moines, IA
Cedar Rapids, IA
Little Rock, AR
Assets under management$17.02B$18.83B$18.04B
Asset growth, last 2 years+41%+48%+33%
Advisory staff1,464173247
Individual clients51,650212,70021,168
Assets per client$330K$89K$852K
Clients per advisor351,22986
Main custodianFidelityPershingPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio1369308243

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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