RIA comparison · SEC Form ADV
Seia vs Baker Street Advisors, LLC
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Seia is the larger of the two, with $23B in regulatory assets to $21B at Baker Street Advisors, LLC, 9% more than its rival, by their latest Form ADV filings. Seia reports more individual clients (9,520 vs 504), while Baker Street Advisors, LLC’s clients hold more on average (about $36 million each against $2.3 million). Both are based in California: Seia in LOS Angeles and Baker Street Advisors, LLC in SAN Francisco.
| Figure | Seia | Baker Street Advisors, LLC |
|---|---|---|
| Regulatory AUM | $23B | $21B |
| National rank | #46 | #47 |
| Headquarters | LOS Angeles, California | SAN Francisco, California |
| Individual clients | 9,520 | 504 |
| High-net-worth clients | 4,920 | 504 |
| Average client assets | $2.3 million | $36 million |
| Accounts | 9,833 | 5,397 |
| Discretionary | 16% of AUM | 100% of AUM |
| Employees | 241 | 63 |
| Advisory staff | 128 | 15 |
| Clients per advisory employee | 74 | 34 |
| Offices | 26 | 1 |
| Form ADV filed | 2026-09-14 | 2026-07-30 |
Seia
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Baker Street Advisors, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Questions
Which is bigger, Seia or Baker Street Advisors, LLC?
Seia, with $23B in regulatory assets under management against $21B at Baker Street Advisors, LLC. Nationally they rank #46 and #47 among 5,657 independent wealth management RIAs.
How many clients do Seia and Baker Street Advisors, LLC have?
Seia reports 9,520 individual clients (4,920 high-net-worth) with 128 advisory employees; Baker Street Advisors, LLC reports 504 (504 high-net-worth) with 15 advisory employees.
How do Seia and Baker Street Advisors, LLC charge clients?
They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Seia and Baker Street Advisors, LLC offer?
Seia lists portfolio management for businesses and institutions; educational seminars and workshops, which Baker Street Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.
More comparisons
- Jordan Park Group LLC vs Seia $23B · $23B
- Johnson Investment Counsel, Inc. vs Seia $23B · $23B
- Seia vs Summit Trail Advisors, LLC $23B · $20B
- Johnson Investment Counsel, Inc. vs Baker Street Advisors, LLC $23B · $21B
- Baker Street Advisors, LLC vs Summit Trail Advisors, LLC $21B · $20B
- Baker Street Advisors, LLC vs RWA Wealth Partners $21B · $20B
Where these numbers come from
Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.
Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Seia ↗, Baker Street Advisors, LLC ↗. How to check a financial advisor →