Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ RBC Capital Markets, LLC $310.43B · New York, NY+ Victory Capital Management Inc. $282.71B · San Antonio, TX+ Osaic Wealth, Inc. $234.86B · Scottsdale, AZ+ Stifel, Nicolaus & Company, Incorporated $197.53B · St Louis, MO
St. Louis, MO
Overland Park, KS
Waltham, MA
Assets under management$252.25B$295.57B$212.66B
Asset growth, last 2 years+64%+69%+20%
Advisory staff2,3661,5382,650
Individual clients455,83787,051355,973
Assets per client$553K$3.4M$597K
Clients per advisor19357134
Main custodianWells FargoSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio162711611670

From each firm's latest Form ADV (Oct 2026, Jul 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wells Fargo Advisors: Wells Fargo · Creative Planning: Schwab, Fidelity · Commonwealth Financial Network: Fidelity