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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):+ Pathstone $110.3B · Englewood, NJ+ Janney Montgomery Scott LLC $110.11B · Philadelphia, PA+ Mercer Global Advisors Inc. $84.4B · Denver, CO+ Kestra Advisory Services, LLC $79.8B · Austin, TX
Concord, CA
Boston, MA
New York, NY
Assets under management$91.76B$108.65B$99.6B
Asset growth, last 2 years+40%+70%+92%
Advisory staff26948815
Individual clients448,019112,53147,801
Assets per client$205K$966K$2.1M
Clients per advisor1,6652,34459
Main custodianAssetMarkEdward D. Jones & Co., L.p.Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–––
People on Advicer.bio220571048

From each firm's latest Form ADV (Sep 2026, Oct 2026, Mar 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: Assetmark, Inc.: AssetMark · Natixis Advisors, LLC: Edward D. Jones & Co., L.p., UBS · Rockefeller Capital Management: Fidelity