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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+ Baker Street Advisors, LLC $20.77B · San Francisco, CA+ Comprehensive Financial Management LLC $18.52B · Los Gatos, CA
Los Angeles, CA
Palo Alto, CA
New York, NY
Assets under management$22.54B$25.5B$21.33B
Asset growth, last 2 years+59%+41%+14%
Advisory staff1282129
Individual clients9,520041,800
Assets per client$2.4M–$510K
Clients per advisor74–324
Main custodianSchwabSchwabOppenheimer & Co. Inc.
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–––
People on Advicer.bio14315

From each firm's latest Form ADV (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: Seia: Schwab, Fidelity · H&H International Investment, LLC: Schwab, Interactive Brokers · Oppenheimer Asset Management: Oppenheimer & Co. Inc.