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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):+ RBC Private Counsel (USA) Inc. $7.89B · Toronto, On+ D.f. Dent and Company, Inc. $7.88B · Baltimore, MD+ Northside Capital Management LLC $6.94B · Hood River, OR+ Creativeone Wealth, LLC $6.25B · Overland Park, KS
Overland Park, KS
Mcmurray, PA
Beachwood, OH
Assets under management$7.34B$7.81B$7.72B
Asset growth, last 2 years+69%+156%+110%
Advisory staff1063995
Individual clients4,2615,14815,787
Assets per client$1.7M$1.5M$489K
Clients per advisor40132166
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since201920212016
Tools in their stack632
People on Advicer.bio12145120

From each firm's latest Form ADV (Aug 2026, Sep 2026, Oct 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 PartnersOneseven
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Client File Sharing
BoxUses it––
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Amplify Reviews–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Mariner Independent: Schwab, Fidelity · Confluence Financial Partners: Raymond James · Oneseven: Schwab, Nationwide Trust Company, Raymond James, Fidelity, Axos Clearing