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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+ Burgundy Asset Management LTD. $19.09B · Toronto, Ontario+ Brighton Jones LLC $18.88B · Seattle, WA
Minneapolis, MN
Los Angeles, CA
New York, NY
Assets under management$20.77B$22.54B$19.58B
Asset growth, last 2 years+40%+59%+65%
Advisory staff2,9631282,054
Individual clients124,6469,52080,267
Assets per client$167K$2.4M$244K
Clients per advisor427439
Main custodian–Schwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio16951431425

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

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.SeiaPark Avenue Securities LLC
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide––Uses it
Custodial Platform
NetX360 (Pershing)––Uses it

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