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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 Independent (swap one in):+ D.f. Dent and Company, Inc. $7.88B · Baltimore, MD+ Oneseven $7.72B · Beachwood, OH+ Northside Capital Management LLC $6.94B · Hood River, OR+ Pgim Custom Harvest LLC $6.9B · Newark, NJ
Overland Park, KS
Mcmurray, PA
Overland Park, KS
Assets under management$7.34B$7.81B$6.25B
Asset growth, last 2 years+69%+156%+82%
Advisory staff10639203
Individual clients4,2615,14822,064
Assets per client$1.7M$1.5M$283K
Clients per advisor40132109
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since201920212015
Tools in their stack63–
People on Advicer.bio12145222

From each firm's latest Form ADV (Aug 2026, Sep 2026, May 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.

ToolMariner IndependentConfluence Financial PartnersCreativeone Wealth, LLC
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses it––
Client File Sharing
BoxUses it––
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Amplify Reviews–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Mariner Independent: Schwab, Fidelity · Confluence Financial Partners: Raymond James · Creativeone Wealth, LLC: Schwab, Fidelity