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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 Betterment (swap one in):+ Mercer Global Advisors Inc. $84.4B · Denver, CO+ Truist Advisory Services, Inc. $77.39B · Atlanta, GA+ Quantinno Capital Management LP $60.91B · New York, NY+ Citigroup Global Markets Inc. $56.01B · New York, NY
New York, NY
Chicago, IL
Austin, TX
Assets under management$69.52B$78.94B$79.8B
Asset growth, last 2 years+51%+50%+65%
Advisory staff341871,359
Individual clients1,016,8794,746115,285
Assets per client$68K$16.6M$692K
Clients per advisor29,9082585
Main custodianMtg, LLCPershingFidelity
Filing with the SEC since2012 or earlier20172016
Tools in their stack1––
People on Advicer.bio262111346

From each firm's latest Form ADV (Jul 2026, Aug 2026, Sep 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.

ToolBettermentCresset Asset Management, LLCKestra Advisory Services, LLC
CRM
HubSpotUses it––

Custodians on Form ADV: Betterment: Mtg, LLC · Cresset Asset Management, LLC: Pershing, Fidelity, Schwab · Kestra Advisory Services, LLC: Fidelity