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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):+ Advice and Planning Services $37.93B · New York, NY+ Rockefeller Capital Management $36.76B · 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$36.49B
Asset growth, last 2 years+82%+34%+30%
Advisory staff2201,21953
Individual clients9,73637,047203
Assets per client$3.5M$991K$179.8M
Clients per advisor44304
Main custodianSchwabOppenheimer & Co. Inc.Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio239116760

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

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.

ToolWealthspire AdvisorsOppenheimer & Co. Inc.Bbr Partners, LLC
Portfolio Management
d1g1t––Uses it

Custodians on Form ADV: Wealthspire Advisors: Schwab, Fidelity · Oppenheimer & Co. Inc.: Oppenheimer & Co. Inc. · Bbr Partners, LLC: Schwab