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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 Mariner (swap one in):+ Franklin Templeton Private Portfolio Group, LLC $139.88B · New York, NY+ Rathbones $135.09B · Liverpool+ Mml Investors Services, LLC $115.64B · Springfield, MA+ Pathstone $110.3B · Englewood, NJ
Overland Park, KS
Overland Park, KS
Fairfield, IA
Assets under management$125.41B$155.41B$138.69B
Asset growth, last 2 years+55%+45%+59%
Advisory staff9333673,496
Individual clients54,58312,933355,872
Assets per client$2.3M$12M$390K
Clients per advisor5935102
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio10023871698

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

ToolMarinerOnedigitalCambridge Investment Research Advisors, Inc.
CRM
HubSpot–Uses it–

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