eMoney has become one of the most widely adopted financial planning tools among RIAs, helping firms strengthen client relationships through goal-based planning, performance reporting, and interactive portals. The following firms are leading examples of how top independent RIAs are leveraging eMoney to scale, personalize, and deliver comprehensive financial advice.

Mariner Wealth Advisors

AUM: 81,106.93M

Employees: 1,498

Teams: 104

Founded: 2006

Mariner Wealth Advisors remains one of the largest independent RIAs using eMoney for advanced financial planning and reporting. The firm manages 74.9 percent of its assets with high net worth individuals and lists over half of its SMA assets with Charles Schwab and Company.

Mariner’s total AUM grew 23.12 percent, from 65.8B to 81.1B, while advisory clients increased from 36,484 to 40,961. Their advisor count also rose from 1,465 to 1,498 employees, underscoring strong momentum across all areas.

To explore how similar firms are scaling, visit the Top Independent RIAs 2025 report.

‍

Cerity Partners LLC

AUM: 80,573.11M

Employees: 909

Founded: 2009

Cerity Partners leverages eMoney to deliver holistic financial planning through a multidisciplinary model that integrates investment, tax, and estate strategies. The firm serves high net worth individuals, businesses, and nonprofits with an emphasis on long-term relationships and ethical advice.

With 73.06 percent of assets sourced from high net worth clients and 72.16 percent of SMA assets listed with Charles Schwab and Company, Cerity Partners demonstrates how technology helps advisors deepen engagement and streamline operations.

The firm’s AUM increased 51.08 percent, from 53.3B to 80.5B, while clients grew from 11,815 to 16,499.

Learn more about advisor activity and growth trends in the Advisor Movement Trends Report 2025.

‍

Kestra Advisory Services LLC

AUM: 48,324.32M

Employees: 1,266

Teams: 193

Founded: 1998

Kestra Advisory Services uses eMoney to unify its financial planning process across its national advisor network. The firm focuses on asset management, business succession, and estate planning for high net worth clients.

Kestra manages 55.72 percent of its assets for high net worth individuals and lists all SMA assets with Fidelity. Its total AUM grew 15.62 percent, from 41.7B to 48.3B, supported by its commitment to technology-driven efficiency.

For related insights, explore the RIA Custodian Trends Report 2025.

‍

Mercer Global Advisors Inc.

AUM: 45,350.2M

Employees: 1,020

Founded: 2008

Mercer Global Advisors integrates eMoney into its comprehensive financial planning approach, enhancing transparency and client collaboration. The firm manages 75.7 percent of its assets with high net worth clients and 70.1 percent of its SMA assets with Charles Schwab and Company.

Mercer’s AUM increased 29.05 percent, from 35.1B to 45.3B, alongside growth in both advisory staff and clients. The firm continues to expand its digital planning capabilities while maintaining a focus on client-centric service.

‍

Avantax Advisory Services

AUM: 41,695.73M

Employees: 2,478

Teams: 284

Founded: 1987

Avantax Advisory Services combines eMoney’s financial planning tools with its nationwide advisor network to deliver integrated, tax-smart financial solutions. The firm serves both individuals and accredited investors, with 100 percent of its SMA assets managed through Fidelity.

Avantax increased AUM by 34.64 percent, from 30.9B to 41.6B, while continuing to invest in planning technology and advisor development.

eMoney’s Role in Modern RIA Growth

The growing adoption of eMoney among leading RIAs highlights the platform’s role in delivering scalable, personalized planning experiences. These firms are not only expanding their assets and teams but also improving client engagement and operational efficiency through better data and digital integration.

For asset managers, wealthtech firms, and recruiters, understanding which RIAs use technology like eMoney offers a valuable edge in identifying partnership opportunities. AdvizorPro provides real-time intelligence on RIAs, family offices, and broker dealers, enabling smarter outreach and market insights.

Experience the advantage of smarter prospecting and data-driven advisor engagement. Start your free trial today to explore how AdvizorPro helps firms identify top-performing RIAs and uncover hidden growth opportunities.

‍

‍