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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 Halbert Hargrove (swap one in):+ Private Management Group Inc $4.9B · Irvine, CA+ Cx Institutional, LLC $4.46B · Auburn, IN+ Team Hewins, LLC $3.97B · Foster City, CA+ Vernal Point Advisors, LLC $3.94B · San Francisco, CA
Long Beach, CA
Pasadena, CA
Morristown, NJ
Assets under management$4.2B$4.48B$4.44B
Asset growth, last 2 years+33%+23%+11%
Advisory staff361743
Individual clients1,4578842,830
Assets per client$2.9M$5.1M$1.6M
Clients per advisor405266
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack243
People on Advicer.bio431731

From each firm's latest Form ADV (Mar 2026, Feb 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.

ToolHalbert HargroveClifford Swan Investment CounselorsBeacon Trust
CRM
Envestnet TamaracUses it–Uses it
HubSpotUses it––
Salesforce––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Halbert Hargrove: Fidelity, Schwab · Clifford Swan Investment Counselors: Schwab · Beacon Trust: none listed