The AdvisorTech landscape.

Every advisor technology company on Advicer.bio: 763 companies in 85 categories, left to right in the order firms' tech stacks show them, each company in every category it's listed in. Within each, the ones the most RIAs use come first: the bar and number are how many RIAs use it (from firms' own websites, the stacks people list and Form ADV), and the small number is advisors' satisfaction out of 10 (T3/Inside Information and Kitces surveys). Click any name for the company's page.

Joe's pick In The Ultimate RIA's stack: Joe Moss's picks from The Ultimate AdvisorTech Stack.

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advicer.bio/resources/advisortech-landscape · November 2026