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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 Seia (swap one in):+ Merit Financial Advisors $23.88B · Alpharetta, GA+ Stonehage Fleming $23.84B · London, Greater London+ Oppenheimer Asset Management $21.33B · New York, NY+ Baker Street Advisors, LLC $20.77B · San Francisco, CA
Los Angeles, CA
Palo Alto, CA
Los Gatos, CA
Assets under management$22.54B$25.5B$18.52B
Asset growth, last 2 years+59%+41%+11%
Advisory staff128215
Individual clients9,520013
Assets per client$2.4M–$1.42B
Clients per advisor74–1
Main custodianSchwabSchwabNorthern Trust
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–––
People on Advicer.bio1431–

From each firm's latest Form ADV (Sep 2026, Mar 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: Seia: Schwab, Fidelity · H&H International Investment, LLC: Schwab, Interactive Brokers · Comprehensive Financial Management LLC: Northern Trust