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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+ Natixis Advisors, LLC $108.65B · Boston, MA+ Assetmark, Inc. $91.76B · Concord, CA
Springfield, MA
Overland Park, KS
New York, NY
Assets under management$115.64B$125.41B$99.6B
Asset growth, last 2 years+59%+55%+92%
Advisory staff4,961933815
Individual clients448,83754,58347,801
Assets per client$258K$2.3M$2.1M
Clients per advisor905959
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–––
People on Advicer.bio162910021048

From each firm's latest Form ADV (Oct 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

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 · Rockefeller Capital Management: Fidelity