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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):+ Sgh Wealth Management $561.8M · Lathrup Village, MI+ Acorn Wealth Advisors, LLC $561.4M · Grand Blanc, MI+ Accretive Wealth Partners, LLC $504.5M · Parsippany, NJ+ Black Coral Financial Advisors, LLC $504.4M · Mount Olive, NJ
Tinton Falls, NJ
Princeton, NJ
Sacramento, CA
Assets under management$534.4M$562.3M$561.3M
Asset growth, last 2 years+131%+15%+34%
Advisory staff545
Individual clients364428561
Assets per client$1.5M$1.3M$1M
Clients per advisor73107112
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2017
Tools in their stack––2
People on Advicer.bio635

From each firm's latest Form ADV (Mar 2026, Jun 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 LLCTowerpoint Wealth, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Mezzasalma Advisors: Schwab · Dumont & Blake Investment Advisors LLC: Schwab · Towerpoint Wealth, LLC: Schwab