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):+ Edelman Financial Engines $326.29B · Santa Clara, CA+ RBC Capital Markets, LLC $310.43B · New York, NY+ Osaic Wealth, Inc. $234.86B · Scottsdale, AZ+ Stifel, Nicolaus & Company, Incorporated $197.53B · St Louis, MO
St. Louis, MO
Overland Park, KS
San Antonio, TX
Assets under management$252.25B$295.57B$282.71B
Asset growth, last 2 years+64%+69%+87%
Advisory staff2,3661,538170
Individual clients455,83787,0513,275
Assets per client$553K$3.4M$86.3M
Clients per advisor1935719
Main custodianWells FargoSchwabNorthern Trust
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio16271161105

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

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 · Victory Capital Management Inc.: Northern Trust, State Street