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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 Schwab Wealth Advisory, Inc. (swap one in):+ Janney Montgomery Scott LLC $110.11B · Philadelphia, PA+ Rockefeller Capital Management $99.6B · New York, NY+ Mercer Global Advisors Inc. $84.4B · Denver, CO+ Kestra Advisory Services, LLC $79.8B · Austin, TX
San Francisco, CA
Boston, MA
Englewood, NJ
Assets under management$91.15B$108.65B$110.3B
Asset growth, last 2 years+22%+70%+129%
Advisory staff1,37548365
Individual clients–112,5311,979
Assets per client–$966K$55.7M
Clients per advisor–2,3445
Main custodian–Edward D. Jones & Co., L.p.Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio144057205

From each firm's latest Form ADV (Jan 2020, Oct 2026, Mar 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.

ToolSchwab Wealth Advisory, Inc.Natixis Advisors, LLCPathstone
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it
Portfolio Management
d1g1t––Uses it
Orion––Uses it

Custodians on Form ADV: Schwab Wealth Advisory, Inc.: none listed · Natixis Advisors, LLC: Edward D. Jones & Co., L.p., UBS · Pathstone: Schwab, Pnc Bank, N.a., Fidelity