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.
Little Rock, AR | New York, NY | Toronto, Ontario | |
|---|---|---|---|
| Assets under management | $18.04B | $19.58B | $19.09B |
| Asset growth, last 2 years | +33% | +65% | −1% |
| Advisory staff | 247 | 2,054 | 49 |
| Individual clients | 21,168 | 80,267 | 3,006 |
| Assets per client | $852K | $244K | $6.4M |
| Clients per advisor | 86 | 39 | 61 |
| Main custodian | Pershing | – | RBC |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 243 | 1425 | – |
From each firm's latest Form ADV (Sep 2026, Jan 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.
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.
Custodians on Form ADV: Stephens: Pershing · Park Avenue Securities LLC: none listed · Burgundy Asset Management LTD.: RBC, Northern Trust, State Street