Black Diamond continues to be one of the most trusted portfolio management and reporting platforms among independent RIAs. Known for its robust client portal, performance reporting, and data aggregation tools, it remains a key part of the technology stack for many of the fastest-growing advisory firms in the U.S.

At AdvizorPro, we track which RIAs are leveraging technology like Black Diamond across our RIA and broker dealer database to help asset managers, tech providers, and recruiters identify ideal partners. Below are several leading RIAs currently using Black Diamond, based on the latest firm-level data and assets under management.

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Mariner Wealth

AUM: $81,106.93M

1,498 Total Employees

100 Teams

Founded: 2006

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Insights:

• Has 74.9% of their assets with High-net-worth individuals
• Lists 51.51% of their SMA assets with Charles Schwab & Company
• Total AUM increased 23.12% ($65,874,566,238 to $81,106,925,484)

Cerity Partners LLC

Cerity Partners LLC is a financial advisory firm that aims to improve the financial well-being of its clients through objective financial advice. They cater to high-net-worth individuals, businesses, and nonprofit organizations. Their services go beyond investments, as they bring together a team of experts including attorneys, tax advisors, financial planners, and investment professionals to address the diverse aspects of a client’s financial life.

This comprehensive approach, along with their private partnership business model, has established them as one of the leading investment advisers in the nation, attracting talented and passionate financial advisors who share their commitment to serving clients ethically.

It is worth noting that Cerity Partners LLC reserves the right to retain and monitor all electronic communications, subject to applicable law. They are not responsible for any content posted by third-parties and do not endorse or recommend any statements made by them. While they may engage with third-party content, such engagement should not be construed as a recommendation, and the value, accuracy, or suitability of such content is not guaranteed by Cerity Partners LLC.

AUM: $80,573.11M

Family Office AUM: $3,000M

909 Total Employees

Founded: 2009

Insights:

• Has 73.06% of their assets with High-net-worth individuals
• Works with high-net-worth individuals & accredited investors
• Lists 72.16% of their SMA assets with Charles Schwab & Company
• Offers: 529 Plans, Asset Management, and Business Succession
• Total AUM increased 51.08% ($53,330,936,591 to $80,573,112,032)

You can learn more about top-performing RIAs nationwide in our Top Independent RIAs 2025 report.

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Assetmark, Inc.

AUM: $65,618.27M

709 Total Employees

Founded: 1998

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Insights:

• Has 71.33% of their assets with Individuals
• Works with high-net-worth individuals
• Lists 100.00% of their SMA assets with Assetmark
• Offers: Asset Management, Estate Planning, and Financial Planning
• Advisory clients increased from 430,186 to 466,482
• Total AUM increased 18.84% ($55,215,464,971 to $65,618,270,379)

For firms like AssetMark, tech adoption has been central to their growth, a trend we highlighted in our AI-Driven Intelligence report, showing how data and automation are reshaping advisor operations.

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Fiducient Advisors LLC

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AUM: $55,897.06M

218 Total Employees

Founded: 1995

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Insights:

• Has 40.09% of their assets with Retirement Plans
• Works with high-net-worth individuals
• Lists 56.62% of their SMA assets with Charles Schwab & Company
• Offers: Asset Management, Estate Planning, and Financial Planning
• Advisory clients increased from 1,979 to 2,042
• Total AUM increased 39.67% ($40,020,772,510 to $55,897,061,358)

GW&K INVESTMENT MANAGEMENT, LLC

AUM: $50,695.32M

181 Total Employees

Founded: 2002

Insights:

• Has 76.48% of their assets with High-net-worth individuals
• Works with high-net-worth individuals
• Lists 51.44% of their SMA assets with Merrill Lynch
• Offers: Asset Management, Estate Planning, and Financial Planning
• Advisory clients increased from 48,372 to 49,231
• Total AUM increased 8.31% ($46,803,858,104 to $50,695,320,951)

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The Role of Technology in RIA Growth

Technology continues to drive RIA scalability, transparency, and client satisfaction. Tools like Black Diamond have become core to firms that want to modernize portfolio management and streamline reporting. Platforms such as AdvizorPro make it easier for fintech providers and asset managers to identify these high-growth firms and engage them with precision.

If you’re looking to uncover more firms that use Black Diamond, Envestnet, Orion, or other leading tech stacks, explore our AI-powered search platform.

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Empowering Growth with Data

Understanding which RIAs use specific custodians, technology platforms, or investment models can transform your sales and marketing strategy. AdvizorPro provides the intelligence you need to find, segment, and engage the right advisors efficiently.

If you’re ready to discover how AdvizorPro can help you reach high-performing RIAs using platforms like Black Diamond, start your free trial today and see what smarter prospecting looks like.

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