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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 Rockefeller Capital Management (swap one in):+ Pathstone $110.3B · Englewood, NJ+ Natixis Advisors, LLC $108.65B · Boston, MA+ Mercer Global Advisors Inc. $84.4B · Denver, CO+ RBC Rochdale, LLC $72.96B · New York, NY
New York, NY
Philadelphia, PA
Concord, CA
Assets under management$99.6B$110.11B$91.76B
Asset growth, last 2 years+92%+28%+40%
Advisory staff8151,614269
Individual clients47,801239,764448,019
Assets per client$2.1M$459K$205K
Clients per advisor591491,665
Main custodianFidelity–AssetMark
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio10481317220

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Rockefeller Capital Management: Fidelity · Janney Montgomery Scott LLC: none listed · Assetmark, Inc.: AssetMark