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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):+ Pathstone $110.3B · Englewood, NJ+ Janney Montgomery Scott LLC $110.11B · Philadelphia, PA+ Mercer Global Advisors Inc. $84.4B · Denver, CO+ Kestra Advisory Services, LLC $79.8B · Austin, TX
San Francisco, CA
Boston, MA
New York, NY
Assets under management$91.15B$108.65B$99.6B
Asset growth, last 2 years+22%+70%+92%
Advisory staff1,37548815
Individual clients–112,53147,801
Assets per client–$966K$2.1M
Clients per advisor–2,34459
Main custodian–Edward D. Jones & Co., L.p.Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–––
People on Advicer.bio1440571048

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

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

Custodians on Form ADV: Schwab Wealth Advisory, Inc.: none listed · Natixis Advisors, LLC: Edward D. Jones & Co., L.p., UBS · Rockefeller Capital Management: Fidelity