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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 Tiedemann Advisors, LLC (swap one in):+ Oppenheimer & Co. Inc. $36.71B · New York, NY+ Bbr Partners, LLC $36.49B · New York, NY+ Silvercrest Asset Management Group LLC $28.33B · New York, NY+ Arax Advisory Partners $26.52B · New York, NY
New York, NY
New York, NY
New York, NY
Assets under management$31.01B$34.32B$33.48B
Asset growth, last 2 years+23%+82%+70%
Advisory staff6422044
Individual clients4079,736124,577
Assets per client$76.2M$3.5M$269K
Clients per advisor6442,831
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio623914

From each firm's latest Form ADV (Jul 2026, Apr 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

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

Custodians on Form ADV: Tiedemann Advisors, LLC: Fidelity, Schwab · Wealthspire Advisors: Schwab, Fidelity · BNY Mellon Advisors, Inc.: Pershing