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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+ Johnson Investment Counsel, Inc. $22.98B · Cincinnati, OH+ Park Avenue Securities LLC $19.58B · New York, NY+ Burgundy Asset Management LTD. $19.09B · Toronto, Ontario
Minneapolis, MN
Los Angeles, CA
Fort Washington, PA
Assets under management$20.77B$22.54B$21.99B
Asset growth, last 2 years+40%+59%+28%
Advisory staff2,963128874
Individual clients124,6469,520138,132
Assets per client$167K$2.4M$159K
Clients per advisor4274158
Main custodian–SchwabLincoln Investment Planning, LLC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio1695143907

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Thrivent Investment Management Inc.: none listed · Seia: Schwab, Fidelity · Lincoln Investment: Lincoln Investment Planning, LLC