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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 Mezzasalma Advisors (swap one in):+ Acorn Wealth Advisors, LLC $561.4M · Grand Blanc, MI+ Towerpoint Wealth, LLC $561.3M · Sacramento, CA+ Accretive Wealth Partners, LLC $504.5M · Parsippany, NJ+ Black Coral Financial Advisors, LLC $504.4M · Mount Olive, NJ
Tinton Falls, NJ
Princeton, NJ
Lathrup Village, MI
Assets under management$534.4M$562.3M$561.8M
Asset growth, last 2 years+131%+15%+108%
Advisory staff546
Individual clients364428423
Assets per client$1.5M$1.3M$1.3M
Clients per advisor7310771
Main custodianSchwabSchwab–
Filing with the SEC since20212012 or earlier2018
Tools in their stack––4
People on Advicer.bio635

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.

ToolMezzasalma AdvisorsDumont & Blake Investment Advisors LLCSgh Wealth Management
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Mezzasalma Advisors: Schwab · Dumont & Blake Investment Advisors LLC: Schwab · Sgh Wealth Management: none listed