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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 Pathstone (swap one in):+ Rathbones $135.09B · Liverpool+ Wealth Enhancement $122.19B · Plymouth, MN+ Rockefeller Capital Management $99.6B · New York, NY+ Mercer Global Advisors Inc. $84.4B · Denver, CO
Englewood, NJ
Overland Park, KS
Concord, CA
Assets under management$110.3B$125.41B$91.76B
Asset growth, last 2 years+129%+55%+40%
Advisory staff365933269
Individual clients1,97954,583448,019
Assets per client$55.7M$2.3M$205K
Clients per advisor5591,665
Main custodianSchwabSchwabAssetMark
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack4––
People on Advicer.bio2051002220

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

ToolPathstoneMarinerAssetmark, Inc.
CRM
HubSpotUses it––
SS&C Black DiamondUses it––
Portfolio Management
d1g1tUses it––
OrionUses it––

Custodians on Form ADV: Pathstone: Schwab, Pnc Bank, N.a., Fidelity · Mariner: Schwab, Fidelity · Assetmark, Inc.: AssetMark