Finantrix Atlas peer benchmarks / RIA Peer Benchmark
RIA Peer Benchmark
Compare any SEC-registered investment adviser with the firms closest to it in assets: clients, accounts, staff and assets per client, from Form ADV.
Choose an adviser to compare it with the 100 advisers nearest to it in regulatory assets under management, nationwide or in its own state. You can also enter its CRD number.
How the comparison works
The data covers 16,551 advisers as of September 1, 2026, from SEC, Form ADV filing data for registered advisers. A peer group is the 100 advisers closest in regulatory assets under management, measured on a ratio scale, so an institution is compared with others of its own size rather than with an arbitrary band. Choosing state peers limits the group to the same state, to advisers no more than 4 times larger or smaller, where there are at least 10 of them.
A percentile says what share of the peer group reports a lower figure. Where a measure has a better direction, it is stated beside it; size and mix measures have none. Figures are as reported to the regulator and are not adjusted.
The full ranking is in Largest registered investment advisers, part of the Finantrix Atlas. Other benchmarks: Bank Peer Benchmark, Credit Union Peer Benchmark, Private Fund Adviser Peer Benchmark, 13F Manager Peer Benchmark, Public Insurer Peer Benchmark and Public REIT Peer Benchmark.