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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+ Natixis Advisors, LLC $108.65B · Boston, MA+ Assetmark, Inc. $91.76B · Concord, CA+ RBC Rochdale, LLC $72.96B · New York, NY
New York, NY
Philadelphia, PA
Englewood, NJ
Assets under management$99.6B$110.11B$110.3B
Asset growth, last 2 years+92%+28%+129%
Advisory staff8151,614365
Individual clients47,801239,7641,979
Assets per client$2.1M$459K$55.7M
Clients per advisor591495
Main custodianFidelity–Schwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio10481317205

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

ToolRockefeller Capital ManagementJanney Montgomery Scott LLCPathstone
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it
Portfolio Management
d1g1t––Uses it
Orion––Uses it

Custodians on Form ADV: Rockefeller Capital Management: Fidelity · Janney Montgomery Scott LLC: none listed · Pathstone: Schwab, Pnc Bank, N.a., Fidelity