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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 Cambridge Investment Research Advisors, Inc. (swap one in):+ Cerity Partners LLC $161.68B · New York, NY+ Aperio Group, LLC $152.13B · Sausalito, CA+ Wealth Enhancement $122.19B · Plymouth, MN+ Mml Investors Services, LLC $115.64B · Springfield, MA
Fairfield, IA
Overland Park, KS
Overland Park, KS
Assets under management$138.69B$155.41B$125.41B
Asset growth, last 2 years+59%+45%+55%
Advisory staff3,496367933
Individual clients355,87212,93354,583
Assets per client$390K$12M$2.3M
Clients per advisor1023559
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio16983871002

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

ToolCambridge Investment Research Advisors, Inc.OnedigitalMariner
CRM
HubSpot–Uses it–

Custodians on Form ADV: Cambridge Investment Research Advisors, Inc.: Pershing, Fidelity · Onedigital: Fidelity, Empower, Schwab · Mariner: Schwab, Fidelity