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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 Assetmark, Inc. (swap one in):+ Janney Montgomery Scott LLC $110.11B · Philadelphia, PA+ Rockefeller Capital Management $99.6B · New York, NY+ Kestra Advisory Services, LLC $79.8B · Austin, TX+ Cresset Asset Management, LLC $78.94B · Chicago, IL
Concord, CA
Boston, MA
Denver, CO
Assets under management$91.76B$108.65B$84.4B
Asset growth, last 2 years+40%+70%+86%
Advisory staff26948632
Individual clients448,019112,53135,044
Assets per client$205K$966K$2.4M
Clients per advisor1,6652,34455
Main custodianAssetMarkEdward D. Jones & Co., L.p.Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio22057763

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

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolAssetmark, Inc.Natixis Advisors, LLCMercer Global Advisors Inc.
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Assetmark, Inc.: AssetMark · Natixis Advisors, LLC: Edward D. Jones & Co., L.p., UBS · Mercer Global Advisors Inc.: Schwab, Fidelity, Raymond James