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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):+ Asset Dedication, LLC $2.93B · San Francisco, CA+ Windsor Advisory Group, LLC $2.92B · Columbus, OH+ Zemenick & Walker Inc $2.63B · St Louis, MO+ Creativeone Securities, LLC $2.54B · Overland Park, KS
Overland Park,, KS
Denver, CO
Indianapolis, IN
Assets under management$2.77B$2.92B$2.92B
Asset growth, last 2 years+44%−13%+37%
Advisory staff7819
Individual clients3,5375,2541,162
Assets per client$783K$556K$2.5M
Clients per advisor50565761
Main custodianFidelityMorgan StanleySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio6319

From each firm's latest Form ADV (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.

ToolMarinerCambiar Investors, LLCBedel Financial Consulting Inc
Advisor Lead Gen
Fee-Only Network––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Mariner: Fidelity · Cambiar Investors, LLC: Morgan Stanley, UBS · Bedel Financial Consulting Inc: Schwab, Fidelity