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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+ Beacon Trust $4.44B · Morristown, NJ+ Team Hewins, LLC $3.97B · Foster City, CA+ Vernal Point Advisors, LLC $3.94B · San Francisco, CA
Long Beach, CA
Pasadena, CA
Beverly Hills, CA
Assets under management$4.2B$4.48B$3.64B
Asset growth, last 2 years+33%+23%+0%
Advisory staff361711
Individual clients1,45788486
Assets per client$2.9M$5.1M$42.4M
Clients per advisor40528
Main custodianFidelitySchwabJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack241
People on Advicer.bio4317–

From each firm's latest Form ADV (Mar 2026, Feb 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 CounselorsMozaic, LLC
CRM
Envestnet TamaracUses it––
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Halbert Hargrove: Fidelity, Schwab · Clifford Swan Investment Counselors: Schwab · Mozaic, LLC: J.P. Morgan, Fiduciary Trust Company, International