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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+ LPL Financial LLC $819.12B · Fort Mill, SC+ Alliancebernstein L.p. $763.4B · Nashville, TN+ Blackrock Investment Management, LLC $676.69B · Princeton, NJ
Weehawken, NJ
St. Louis, MO
Jersey City, NJ
Assets under management$915.79B$1.01T$994.99B
Asset growth, last 2 years+30%+46%+44%
Advisory staff9,14920,30425
Individual clients1,098,0594,030,2221,413,581
Assets per client$834K$252K$704K
Clients per advisor12019856,543
Main custodian–Edward Jones Trust CompanyMerrill
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio1901190327

From each firm's latest Form ADV (Aug 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

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 JonesManaged Account Advisors LLC
Custodial Platform
Merrill––Uses it

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