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.
Atlanta, GA | Concord, CA | Denver, CO | |
|---|---|---|---|
| Assets under management | $77.39B | $91.76B | $84.4B |
| Asset growth, last 2 years | +26% | +40% | +86% |
| Advisory staff | 2,360 | 269 | 632 |
| Individual clients | 126,145 | 448,019 | 35,044 |
| Assets per client | $614K | $205K | $2.4M |
| Clients per advisor | 53 | 1,665 | 55 |
| Main custodian | Fidelity | AssetMark | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1407 | 220 | 763 |
From each firm's latest Form ADV (Oct 2026, Sep 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.
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.
Custodians on Form ADV: Truist Advisory Services, Inc.: Fidelity, Truist Investment Services, Inc. · Assetmark, Inc.: AssetMark · Mercer Global Advisors Inc.: Schwab, Fidelity, Raymond James