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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+ Goldman Sachs Wealth Services, L.p. $31.69B · Cohoes, NY+ Tiedemann Advisors, LLC $31.01B · New York, NY
New York, NY
New York, NY
New York, NY
Assets under management$34.32B$36.71B$32.04B
Asset growth, last 2 years+82%+34%+57%
Advisory staff2201,2192,463
Individual clients9,73637,047132,722
Assets per client$3.5M$991K$241K
Clients per advisor443054
Main custodianSchwabOppenheimer & Co. Inc.Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio23911671666

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.Eagle Strategies LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Portfolio Management
Envestnet––Uses it

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