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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 Abacus Wealth Partners (swap one in):+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA+ Vernal Point Advisors, LLC $3.94B · San Francisco, CA+ North Star Asset Management Inc $3.35B · Neenah, WI+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Santa Monica, CA
Foster City, CA
Charlotte, NC
Assets under management$3.58B$3.97B$3.36B
Asset growth, last 2 years+14%+59%+29%
Advisory staff37214
Individual clients1,547551631
Assets per client$2.3M$7.2M$5.3M
Clients per advisor4226158
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20182013
Tools in their stack532
People on Advicer.bio50237

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

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolAbacus Wealth PartnersTeam Hewins, LLCColony Family Offices, LLC
Client File Sharing
Box–Uses it–
ShareFile––Uses it
CRM
HubSpotUses itUses it–
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
AddeparUses it–Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Abacus Wealth Partners: Schwab · Team Hewins, LLC: Schwab, U.S. Bank · Colony Family Offices, LLC: Fidelity