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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):+ Cambridge Investment Research Advisors, Inc. $138.69B · Fairfield, IA+ Rathbones $135.09B · Liverpool+ Mml Investors Services, LLC $115.64B · Springfield, MA+ Pathstone $110.3B · Englewood, NJ
Overland Park, KS
Overland Park, KS
New York, NY
Assets under management$125.41B$155.41B$139.88B
Asset growth, last 2 years+55%+45%+33%
Advisory staff9333672
Individual clients54,58312,933175,905
Assets per client$2.3M$12M$795K
Clients per advisor593587,953
Main custodianSchwabFidelityMorgan Stanley
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio10023871

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

ToolMarinerOnedigitalFranklin Templeton Private Portfolio Group, LLC
CRM
HubSpot–Uses it–

Custodians on Form ADV: Mariner: Schwab, Fidelity · Onedigital: Fidelity, Empower, Schwab · Franklin Templeton Private Portfolio Group, LLC: Morgan Stanley, Merrill, UBS