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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 Kestra Advisory Services, LLC (swap one in):+ Rockefeller Capital Management $99.6B · New York, NY+ Mercer Global Advisors Inc. $84.4B · Denver, CO+ RBC Rochdale, LLC $72.96B · New York, NY+ Betterment $69.52B · New York, NY
Austin, TX
Concord, CA
Boston, MA
Assets under management$79.8B$91.76B$108.65B
Asset growth, last 2 years+65%+40%+70%
Advisory staff1,35926948
Individual clients115,285448,019112,531
Assets per client$692K$205K$966K
Clients per advisor851,6652,344
Main custodianFidelityAssetMarkEdward D. Jones & Co., L.p.
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio134622057

From each firm's latest Form ADV (Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Kestra Advisory Services, LLC: Fidelity · Assetmark, Inc.: AssetMark · Natixis Advisors, LLC: Edward D. Jones & Co., L.p., UBS