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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+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Santa Monica, CA
Foster City, CA
Los Angeles, CA
Assets under management$3.58B$3.97B$4.15B
Asset growth, last 2 years+14%+59%+64%
Advisory staff372135
Individual clients1,5475512,278
Assets per client$2.3M$7.2M$1.8M
Clients per advisor422665
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack537
People on Advicer.bio502343

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

1 tool 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, LLCSteelpeak Wealth, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Betterment Advisor Solutions––Uses it
Interactive Brokers––Uses it
CRM
HubSpotUses itUses itUses it
Envestnet Tamarac–Uses itUses it
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide––Uses it
Client File Sharing
Box–Uses it–
Performance Reporting
AddeparUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it

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