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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):+ Jordan Park Group LLC $23.26B · San Francisco, CA+ Lincoln Investment $21.99B · Fort Washington, PA+ Park Avenue Securities LLC $19.58B · New York, NY+ Burgundy Asset Management LTD. $19.09B · Toronto, Ontario
Minneapolis, MN
Los Angeles, CA
Cincinnati, OH
Assets under management$20.77B$22.54B$22.98B
Asset growth, last 2 years+40%+59%+24%
Advisory staff2,96312876
Individual clients124,6469,5205,251
Assets per client$167K$2.4M$4.4M
Clients per advisor427469
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio169514366

From each firm's latest Form ADV (Oct 2026, Sep 2026, May 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.SeiaJohnson Investment Counsel, Inc.
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Thrivent Investment Management Inc.: none listed · Seia: Schwab, Fidelity · Johnson Investment Counsel, Inc.: Schwab, U.S. Bank