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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 Thrivent Investment Management Inc. (swap one in):+ Johnson Investment Counsel, Inc. $22.98B · Cincinnati, OH+ Lincoln Investment $21.99B · Fort Washington, PA+ Park Avenue Securities LLC $19.58B · New York, NY+ Brighton Jones LLC $18.88B · Seattle, WA
Minneapolis, MN
Los Angeles, CA
Toronto, Ontario
Assets under management$20.77B$22.54B$19.09B
Asset growth, last 2 years+40%+59%−1%
Advisory staff2,96312849
Individual clients124,6469,5203,006
Assets per client$167K$2.4M$6.4M
Clients per advisor427461
Main custodian–SchwabRBC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio1695143–

From each firm's latest Form ADV (Oct 2026, 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.

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.

ToolThrivent Investment Management Inc.SeiaBurgundy Asset Management LTD.
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Thrivent Investment Management Inc.: none listed · Seia: Schwab, Fidelity · Burgundy Asset Management LTD.: RBC, Northern Trust, State Street