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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+ Colony Family Offices, LLC $3.36B · Charlotte, NC+ North Star Asset Management Inc $3.35B · Neenah, WI
Santa Monica, CA
Foster City, CA
Manhattan Beach, CA
Assets under management$3.58B$3.97B$3.25B
Asset growth, last 2 years+14%+59%+46%
Advisory staff372110
Individual clients1,547551206
Assets per client$2.3M$7.2M$15.8M
Clients per advisor422621
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20182014
Tools in their stack532
People on Advicer.bio502310

From each firm's latest Form ADV (Sep 2026, Jul 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, LLCMonograph Wealth Advisors, LLC
CRM
HubSpotUses itUses it–
Envestnet Tamarac–Uses it–
Client File Sharing
Box–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
AddeparUses it–Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Abacus Wealth Partners: Schwab · Team Hewins, LLC: Schwab, U.S. Bank · Monograph Wealth Advisors, LLC: Fidelity, Schwab