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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 Cresset Asset Management, LLC (swap one in):+ Natixis Advisors, LLC $108.65B · Boston, MA+ Rockefeller Capital Management $99.6B · New York, NY+ Cibc Private Wealth Advisors, Inc. $67.84B · Chicago, IL+ William Blair & Company L.l.c. $64.28B · Chicago, IL
Chicago, IL
Concord, CA
Denver, CO
Assets under management$78.94B$91.76B$84.4B
Asset growth, last 2 years+50%+40%+86%
Advisory staff187269632
Individual clients4,746448,01935,044
Assets per client$16.6M$205K$2.4M
Clients per advisor251,66555
Main custodianPershingAssetMarkSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio211220763

From each firm's latest Form ADV (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.

ToolCresset Asset Management, LLCAssetmark, Inc.Mercer Global Advisors Inc.
Schedule Apps
Calendly––Uses it

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