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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+ Betterment $69.52B · 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$72.96B
Asset growth, last 2 years+26%+40%+21%
Advisory staff2,360269138
Individual clients126,145448,01916,170
Assets per client$614K$205K$4.5M
Clients per advisor531,665117
Main custodianFidelityAssetMarkCity National Bank
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio1407220121

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.

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: Truist Advisory Services, Inc.: Fidelity, Truist Investment Services, Inc. · Assetmark, Inc.: AssetMark · RBC Rochdale, LLC: City National Bank, Pershing, AssetMark