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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 Truist Advisory Services, Inc. (swap one in):+ Rockefeller Capital Management $99.6B · New York, NY+ Mercer Global Advisors Inc. $84.4B · Denver, CO+ RBC Rochdale, LLC $72.96B · New York, NY+ Cibc Private Wealth Advisors, Inc. $67.84B · Chicago, IL
Atlanta, GA
Concord, CA
New York, NY
Assets under management$77.39B$91.76B$69.52B
Asset growth, last 2 years+26%+40%+51%
Advisory staff2,36026934
Individual clients126,145448,0191,016,879
Assets per client$614K$205K$68K
Clients per advisor531,66529,908
Main custodianFidelityAssetMarkMtg, LLC
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio140722026

From each firm's latest Form ADV (Oct 2026, Sep 2026, Jul 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.

ToolTruist Advisory Services, Inc.Assetmark, Inc.Betterment
CRM
HubSpot––Uses it

Custodians on Form ADV: Truist Advisory Services, Inc.: Fidelity, Truist Investment Services, Inc. · Assetmark, Inc.: AssetMark · Betterment: Mtg, LLC