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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
Houston, TX
Assets under management$31.01B$34.32B$29.22B
Asset growth, last 2 years+23%+82%+16%
Advisory staff642201,280
Individual clients4079,736292,989
Assets per client$76.2M$3.5M$100K
Clients per advisor644229
Main custodianFidelitySchwabThe Variable Annuity Life Insurance Company
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio62391192

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

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.

ToolTiedemann Advisors, LLCWealthspire AdvisorsValic Financial Advisors, Inc.
Custodial Platform
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Tiedemann Advisors, LLC: Fidelity, Schwab · Wealthspire Advisors: Schwab, Fidelity · Valic Financial Advisors, Inc.: The Variable Annuity Life Insurance Company, Fidelity, Valic Trust Company Inc.