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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):+ Steelpeak Wealth, LLC $4.15B · Los Angeles, CA+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA+ Colony Family Offices, LLC $3.36B · Charlotte, NC+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Santa Monica, CA
Foster City, CA
San Francisco, CA
Assets under management$3.58B$3.97B$3.94B
Asset growth, last 2 years+14%+59%+147%
Advisory staff37218
Individual clients1,54755118
Assets per client$2.3M$7.2M$218.8M
Clients per advisor42262
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182015
Tools in their stack531
People on Advicer.bio50236

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, LLCVernal Point 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––
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Abacus Wealth Partners: Schwab · Team Hewins, LLC: Schwab, U.S. Bank · Vernal Point Advisors, LLC: Schwab, J.P. Morgan, Pershing