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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):+ First Command Advisory Services $24.43B · Fort Worth, TX+ Merit Financial Advisors $23.88B · Alpharetta, GA+ Baker Street Advisors, LLC $20.77B · San Francisco, CA+ Comprehensive Financial Management LLC $18.52B · Los Gatos, CA
Los Angeles, CA
Palo Alto, CA
London, Greater London
Assets under management$22.54B$25.5B$23.84B
Asset growth, last 2 years+59%+41%+31%
Advisory staff128252
Individual clients9,5200534
Assets per client$2.4M–$44.6M
Clients per advisor74–10
Main custodianSchwabSchwabMultrees Investor Services Limited
Filing with the SEC since2012 or earlier20182021
Tools in their stack–––
People on Advicer.bio1431–

From each firm's latest Form ADV (Sep 2026, Jun 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 · Stonehage Fleming: Multrees Investor Services Limited, Stonehage Fleming Dealing and Treasury Services (Jersey) Limited, UBS