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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 Mml Investors Services, LLC (swap one in):+ Rathbones $135.09B · Liverpool+ Wealth Enhancement $122.19B · Plymouth, MN+ Rockefeller Capital Management $99.6B · New York, NY+ Assetmark, Inc. $91.76B · Concord, CA
Springfield, MA
Overland Park, KS
Boston, MA
Assets under management$115.64B$125.41B$108.65B
Asset growth, last 2 years+59%+55%+70%
Advisory staff4,96193348
Individual clients448,83754,583112,531
Assets per client$258K$2.3M$966K
Clients per advisor90592,344
Main custodianFidelitySchwabEdward D. Jones & Co., L.p.
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio1629100257

From each firm's latest Form ADV (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

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

Custodians on Form ADV: Mml Investors Services, LLC: Fidelity · Mariner: Schwab, Fidelity · Natixis Advisors, LLC: Edward D. Jones & Co., L.p., UBS