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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):+ Bbr Partners, LLC $36.49B · New York, NY+ BNY Mellon Advisors, Inc. $33.48B · 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$36.71B
Asset growth, last 2 years+23%+82%+34%
Advisory staff642201,219
Individual clients4079,73637,047
Assets per client$76.2M$3.5M$991K
Clients per advisor64430
Main custodianFidelitySchwabOppenheimer & Co. Inc.
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio62391167

From each firm's latest Form ADV (Jul 2026, Apr 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: Tiedemann Advisors, LLC: Fidelity, Schwab · Wealthspire Advisors: Schwab, Fidelity · Oppenheimer & Co. Inc.: Oppenheimer & Co. Inc.