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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):+ Cambridge Investment Research Advisors, Inc. $138.69B · Fairfield, IA+ Rathbones $135.09B · Liverpool+ Natixis Advisors, LLC $108.65B · Boston, MA+ Rockefeller Capital Management $99.6B · New York, NY
Springfield, MA
Overland Park, KS
Plymouth, MN
Assets under management$115.64B$125.41B$122.19B
Asset growth, last 2 years+59%+55%+70%
Advisory staff4,961933850
Individual clients448,83754,58380,986
Assets per client$258K$2.3M$1.5M
Clients per advisor905995
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––5
People on Advicer.bio162910021030

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

ToolMml Investors Services, LLCMarinerWealth Enhancement
Custodial Platform
NetX360 (Pershing)––Uses it
SEI––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Mml Investors Services, LLC: Fidelity · Mariner: Schwab, Fidelity · Wealth Enhancement: Schwab, Fidelity