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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 Rathbones (swap one in):+ Cerity Partners LLC $161.68B · New York, NY+ Aperio Group, LLC $152.13B · Sausalito, CA+ Mariner $125.41B · Overland Park, KS+ Mml Investors Services, LLC $115.64B · Springfield, MA
Liverpool
Overland Park, KS
Plymouth, MN
Assets under management$135.09B$155.41B$122.19B
Asset growth, last 2 years+112%+45%+70%
Advisory staff725367850
Individual clients115,40112,93380,986
Assets per client$1.2M$12M$1.5M
Clients per advisor1593595
Main custodianRathbone Nominees LimitedFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–15
People on Advicer.bio–3871030

From each firm's latest Form ADV (Jul 2026, Apr 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.

ToolRathbonesOnedigitalWealth Enhancement
Custodial Platform
NetX360 (Pershing)––Uses it
SEI––Uses it
Wealthscape (Fidelity)––Uses it
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Rathbones: Rathbone Nominees Limited, BNY · Onedigital: Fidelity, Empower, Schwab · Wealth Enhancement: Schwab, Fidelity