Compare
Firms side by side
How the firms advisors work at and move to stack up on size, ownership, affiliation models, payout and recruiting deals, built only from each firm’s sourced profile. Custodians are compared on our Form ADV custody data.
Wirehouses
- Morgan Stanley vs. MerrillWirehouse pay grids and recruiting compared
- Morgan Stanley vs. UBSGrids, growth awards and 550% deals
- Merrill vs. UBSComparing two wirehouses losing advisors
- Morgan Stanley vs. Wells FargoEmployee grid vs. an independent option
- Merrill vs. Wells FargoTwo bank-owned wirehouses compared
- UBS vs. Wells FargoGrid design and advisor flows compared
Independent broker-dealers
- LPL Financial vs. Raymond JamesIndependent scale vs. multichannel model
- LPL Financial vs. OsaicPublic giant vs. private equity-backed network
- LPL Financial vs. CeteraScale, ownership and affiliation channels
- Osaic vs. CeteraTwo private equity-backed IBD networks
- Commonwealth vs. LPL FinancialWhat the acquisition means for advisors
- Kestra vs. OsaicComparing two private equity-owned platforms
- Cambridge vs. LPL FinancialFamily-controlled IBD vs. public platform
- LPL Financial vs. AmeripriseIndependent contractors vs. franchisees
- Edward Jones vs. LPL FinancialEmployee partnership vs. independence
Regional firms and banks
- Raymond James vs. AmeripriseMultichannel firm vs. franchise model
- Edward Jones vs. Raymond JamesPartnership vs. public multichannel firm
- Edward Jones vs. AmeripriseEmployee partnership vs. franchise network
- Raymond James vs. StifelTwo public regional firms compared
- RBC vs. Raymond JamesEmployee brokerage vs. multichannel model
- Raymond James vs. Wells FargoComparing employee and independent channels
- Rockefeller vs. J.P. MorganPrivate family office vs. bank wealth giant
- Morgan Stanley vs. RockefellerWirehouse vs. private wealth boutique
RIAs and platforms
- Creative Planning vs. MarinerTwo Kansas RIA giants compared
- Focus Financial vs. HightowerComparing two RIA aggregators
- Sanctuary vs. DynastySupported-independence platforms compared
RIA custodians
- Schwab vs. FidelityWhich custodian RIAs use, by the numbers
- Schwab vs. PershingComparing RIA custody footprints
- Fidelity vs. PershingCustodians for larger RIAs compared
- Schwab vs. AltruistIncumbent custodian vs. newer entrant