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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+ Assetmark, Inc. $91.76B · Concord, CA+ Mercer Global Advisors Inc. $84.4B · Denver, CO
Englewood, NJ
Overland Park, KS
New York, NY
Assets under management$110.3B$125.41B$99.6B
Asset growth, last 2 years+129%+55%+92%
Advisory staff365933815
Individual clients1,97954,58347,801
Assets per client$55.7M$2.3M$2.1M
Clients per advisor55959
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack4––
People on Advicer.bio20510021048

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

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.

ToolPathstoneMarinerRockefeller Capital Management
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 · Rockefeller Capital Management: Fidelity