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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+ Burgundy Asset Management LTD. $19.09B · Toronto, Ontario
Minneapolis, MN
Los Angeles, CA
San Francisco, CA
Assets under management$20.77B$22.54B$23.26B
Asset growth, last 2 years+40%+59%+51%
Advisory staff2,96312899
Individual clients124,6469,520163
Assets per client$167K$2.4M$142.7M
Clients per advisor42742
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack––2
People on Advicer.bio169514315

From each firm's latest Form ADV (Oct 2026, Sep 2026, Jul 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.SeiaJordan Park Group LLC
Client File Sharing
ShareFile––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Thrivent Investment Management Inc.: none listed · Seia: Schwab, Fidelity · Jordan Park Group LLC: Schwab, Fidelity