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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+ Alliancebernstein L.p. $763.4B · Nashville, TN+ Blackrock Investment Management, LLC $676.69B · Princeton, NJ
Weehawken, NJ
St. Louis, MO
Fort Mill, SC
Assets under management$915.79B$1.01T$819.12B
Asset growth, last 2 years+30%+46%+77%
Advisory staff9,14920,30436,280
Individual clients1,098,0594,030,2221,962,908
Assets per client$834K$252K$417K
Clients per advisor12019854
Main custodian–Edward Jones Trust Company–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio190119031928

From each firm's latest Form ADV (Aug 2026, Sep 2026, Oct 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.

ToolUBS Financial Services Inc.Edward JonesLPL Financial LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: UBS Financial Services Inc.: none listed · Edward Jones: Edward Jones Trust Company, Edward D. Jones & Co., L.p. · LPL Financial LLC: none listed