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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):+ Mml Investors Services, LLC $115.64B · Springfield, MA+ Pathstone $110.3B · Englewood, NJ+ Assetmark, Inc. $91.76B · Concord, CA+ RBC Rochdale, LLC $72.96B · New York, NY
New York, NY
Philadelphia, PA
Boston, MA
Assets under management$99.6B$110.11B$108.65B
Asset growth, last 2 years+92%+28%+70%
Advisory staff8151,61448
Individual clients47,801239,764112,531
Assets per client$2.1M$459K$966K
Clients per advisor591492,344
Main custodianFidelity–Edward D. Jones & Co., L.p.
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio1048131757

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

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 · Natixis Advisors, LLC: Edward D. Jones & Co., L.p., UBS