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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):+ Windsor Advisory Group, LLC $2.92B · Columbus, OH+ Bedel Financial Consulting Inc $2.92B · Indianapolis, IN+ Zemenick & Walker Inc $2.63B · St Louis, MO+ Creativeone Securities, LLC $2.54B · Overland Park, KS
Overland Park,, KS
Denver, CO
Raleigh, NC
Assets under management$2.77B$2.92B$2.63B
Asset growth, last 2 years+44%−13%+52%
Advisory staff78164
Individual clients3,5375,2547,563
Assets per client$783K$556K$347K
Clients per advisor50565746
Main custodianFidelityMorgan StanleyPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio63419

From each firm's latest Form ADV (Aug 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

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

Custodians on Form ADV: Mariner: Fidelity · Cambiar Investors, LLC: Morgan Stanley, UBS · First Citizens Investor Services, Inc.: Pershing