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.

Truist Advisory Services, Inc.
Assetmark, Inc.
Rockefeller Capital Management

	Truist Advisory Services, Inc. Atlanta, GA	Assetmark, Inc. Concord, CA	Rockefeller Capital Management New York, NY
Assets under management	$77.39B	$91.76B	$99.6B
Asset growth, last 2 years	+26%	+40%	+92%
Advisory staff	2,360	269	815
Individual clients	126,145	448,019	47,801
Assets per client	$614K	$205K	$2.1M
Clients per advisor	53	1,665	59
Main custodian	Fidelity	AssetMark	Fidelity
Filing with the SEC since	2016	2012 or earlier	2018
Tools in their stack	–	–	–
People on Advicer.bio	1407	220	1048

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

Truist Advisory Services, Inc.
Assetmark, Inc.
Rockefeller Capital Management

Advisory staff

Truist Advisory Services, Inc.
Assetmark, Inc.
Rockefeller Capital Management

Individual clients

Truist Advisory Services, Inc.
Assetmark, Inc.
Rockefeller Capital Management

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 · Rockefeller Capital Management: Fidelity