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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+ Janney Montgomery Scott LLC $110.11B · Philadelphia, PA
Overland Park, KS
Overland Park, KS
Englewood, NJ
Assets under management$125.41B$155.41B$110.3B
Asset growth, last 2 years+55%+45%+129%
Advisory staff933367365
Individual clients54,58312,9331,979
Assets per client$2.3M$12M$55.7M
Clients per advisor59355
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–14
People on Advicer.bio1002387205

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

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.

ToolMarinerOnedigitalPathstone
CRM
HubSpot–Uses itUses it
SS&C Black Diamond––Uses it
Portfolio Management
d1g1t––Uses it
Orion––Uses it

Custodians on Form ADV: Mariner: Schwab, Fidelity · Onedigital: Fidelity, Empower, Schwab · Pathstone: Schwab, Pnc Bank, N.a., Fidelity