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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 Stephens (swap one in):+ O'shaughnessy Asset Management, LLC $19.78B · Stamford, CT+ Burgundy Asset Management LTD. $19.09B · Toronto, Ontario+ Principal Securities, Inc. $17.02B · Des Moines, IA+ Allen Investment Management, LLC $16.91B · New York, NY
Little Rock, AR
New York, NY
Santa Barbara, CA
Assets under management$18.04B$19.58B$17B
Asset growth, last 2 years+33%+65%+140%
Advisory staff2472,054135
Individual clients21,16880,2675,299
Assets per client$852K$244K$3.2M
Clients per advisor863939
Main custodianPershing–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–33
People on Advicer.bio2431425137

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

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.

ToolStephensPark Avenue Securities LLCMission Wealth Management, LP
Financial Planning
eMoney–Uses itUses it
Envestnet MoneyGuide–Uses it–
Client Portal
Fynancial––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
NetX360 (Pershing)–Uses it–

Custodians on Form ADV: Stephens: Pershing · Park Avenue Securities LLC: none listed · Mission Wealth Management, LP: Fidelity, Schwab