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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 Wells Fargo Advisors (swap one in):+ Edward Jones $1.01T · St. Louis, MO+ UBS Financial Services Inc. $915.79B · Weehawken, NJ+ Raymond James & Associates, Inc. $500.96B · St. Petersburg, FL+ J.p. Morgan Private Investments Inc. $469.98B · New York, NY
St. Louis, MO
Fort Mill, SC
Nashville, TN
Assets under management$671.42B$819.12B$763.4B
Asset growth, last 2 years+20%+77%+17%
Advisory staff7,95736,2801,616
Individual clients1,298,6161,962,90825,513
Assets per client$517K$417K$29.9M
Clients per advisor1635416
Main custodian––Sanford C. Bernstein & Co., LLC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack92–
People on Advicer.bio16861928517

From each firm's latest Form ADV (Oct 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.

ToolWells Fargo AdvisorsLPL Financial LLCAlliancebernstein L.p.
Financial Planning
eMoneyUses itUses it–
RightCapital (Right Capital)–Uses it–
Advice Engagement
fpPathfinderUses it––
Cash Management/Budgeting
MonarchUses it––
Client Data Gathering
PreciseFPUses it––
Custodial Platform
Charles SchwabUses it––
Investment Data/Analytics
Fi360Uses it––
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Tax Planning
ProConnectUses it––

Custodians on Form ADV: Wells Fargo Advisors: none listed · LPL Financial LLC: none listed · Alliancebernstein L.p.: Sanford C. Bernstein & Co., LLC, J.P. Morgan