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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 Prospera Financial Services, Inc. (swap one in):+ Evercore Wealth Management, LLC $15.52B · New York, NY+ Ballentine Partners $15.32B · Waltham, MA+ Kestra Private Wealth Services, LLC $13.45B · Austin, TX+ Sarofim Trust Co $12.96B · Houston, TX
Dallas, TX
Atlanta, GA
Duluth, GA
Assets under management$14.39B$15.48B$15.54B
Asset growth, last 2 years+47%+213%+84%
Advisory staff2113443,959
Individual clients17,87829,51667,586
Assets per client$805K$524K$230K
Clients per advisor858617
Main custodianWells FargoSchwabPershing
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack–12
People on Advicer.bio2813531776

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

ToolProspera Financial Services, Inc.Osaic Advisory Services, LLCPrimerica Advisors
Custodial Platform
NetX360 (Pershing)––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Prospera Financial Services, Inc.: Wells Fargo · Osaic Advisory Services, LLC: Schwab, Fidelity · Primerica Advisors: Pershing