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.
Austin, TX | Concord, CA | Denver, CO | |
|---|---|---|---|
| Assets under management | $79.8B | $91.76B | $84.4B |
| Asset growth, last 2 years | +65% | +40% | +86% |
| Advisory staff | 1,359 | 269 | 632 |
| Individual clients | 115,285 | 448,019 | 35,044 |
| Assets per client | $692K | $205K | $2.4M |
| Clients per advisor | 85 | 1,665 | 55 |
| Main custodian | Fidelity | AssetMark | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1346 | 220 | 763 |
From each firm's latest Form ADV (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.
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.
Custodians on Form ADV: Kestra Advisory Services, LLC: Fidelity · Assetmark, Inc.: AssetMark · Mercer Global Advisors Inc.: Schwab, Fidelity, Raymond James