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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 UBS Financial Services Inc. (swap one in):+ Merrill Lynch, Pierce, Fenner & Smith Incorporated $1.78T · New York, NY+ Managed Account Advisors LLC $994.99B · Jersey City, NJ+ LPL Financial LLC $819.12B · Fort Mill, SC+ Alliancebernstein L.p. $763.4B · Nashville, TN
Weehawken, NJ
St. Louis, MO
Princeton, NJ
Assets under management$915.79B$1.01T$676.69B
Asset growth, last 2 years+30%+46%+48%
Advisory staff9,14920,304444
Individual clients1,098,0594,030,2229,023
Assets per client$834K$252K$75M
Clients per advisor12019820
Main custodian–Edward Jones Trust CompanyBank of America N.a.
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio19011903670

From each firm's latest Form ADV (Aug 2026, Sep 2026, Jul 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: UBS Financial Services Inc.: none listed · Edward Jones: Edward Jones Trust Company, Edward D. Jones & Co., L.p. · Blackrock Investment Management, LLC: Bank of America N.a., BNY