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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 Mercer Global Advisors Inc. (swap one in):+ Janney Montgomery Scott LLC $110.11B · Philadelphia, PA+ Natixis Advisors, LLC $108.65B · Boston, MA+ Kestra Advisory Services, LLC $79.8B · Austin, TX+ Cresset Asset Management, LLC $78.94B · Chicago, IL
Denver, CO
New York, NY
Concord, CA
Assets under management$84.4B$99.6B$91.76B
Asset growth, last 2 years+86%+92%+40%
Advisory staff632815269
Individual clients35,04447,801448,019
Assets per client$2.4M$2.1M$205K
Clients per advisor55591,665
Main custodianSchwabFidelityAssetMark
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack1––
People on Advicer.bio7631048220

From each firm's latest Form ADV (Sep 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.

ToolMercer Global Advisors Inc.Rockefeller Capital ManagementAssetmark, Inc.
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Mercer Global Advisors Inc.: Schwab, Fidelity, Raymond James · Rockefeller Capital Management: Fidelity · Assetmark, Inc.: AssetMark