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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 Wealthspire Advisors (swap one in):+ Rockefeller Capital Management $36.76B · New York, NY+ Bbr Partners, LLC $36.49B · New York, NY+ Eagle Strategies LLC $32.04B · New York, NY+ Goldman Sachs Wealth Services, L.p. $31.69B · Cohoes, NY
New York, NY
New York, NY
New York, NY
Assets under management$34.32B$36.71B$37.93B
Asset growth, last 2 years+82%+34%+16%
Advisory staff2201,2191,020
Individual clients9,73637,04772,469
Assets per client$3.5M$991K$523K
Clients per advisor443071
Main custodianSchwabOppenheimer & Co. Inc.Pershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio23911671410

From each firm's latest Form ADV (Apr 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: Wealthspire Advisors: Schwab, Fidelity · Oppenheimer & Co. Inc.: Oppenheimer & Co. Inc. · Advice and Planning Services: Pershing