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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+ Mercer Global Advisors Inc. $84.4B · Denver, CO+ Cibc Private Wealth Advisors, Inc. $67.84B · Chicago, IL+ William Blair & Company L.l.c. $64.28B · Chicago, IL
Chicago, IL
Concord, CA
New York, NY
Assets under management$78.94B$91.76B$99.6B
Asset growth, last 2 years+50%+40%+92%
Advisory staff187269815
Individual clients4,746448,01947,801
Assets per client$16.6M$205K$2.1M
Clients per advisor251,66559
Main custodianPershingAssetMarkFidelity
Filing with the SEC since20172012 or earlier2018
Tools in their stack–––
People on Advicer.bio2112201048

From each firm's latest Form ADV (Aug 2026, Sep 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: Cresset Asset Management, LLC: Pershing, Fidelity, Schwab · Assetmark, Inc.: AssetMark · Rockefeller Capital Management: Fidelity