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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):+ Kestra Advisory Services, LLC $79.8B · Austin, TX+ 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
Denver, CO
Assets under management$69.52B$78.94B$84.4B
Asset growth, last 2 years+51%+50%+86%
Advisory staff34187632
Individual clients1,016,8794,74635,044
Assets per client$68K$16.6M$2.4M
Clients per advisor29,9082555
Main custodianMtg, LLCPershingSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack1–1
People on Advicer.bio26211763

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, LLCMercer Global Advisors Inc.
CRM
HubSpotUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Betterment: Mtg, LLC · Cresset Asset Management, LLC: Pershing, Fidelity, Schwab · Mercer Global Advisors Inc.: Schwab, Fidelity, Raymond James