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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 Monograph Wealth Advisors, LLC (swap one in):+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Morton Wealth $3.47B · Calabasas, CA+ Intellectus Partners, LLC $2.98B · San Francisco, CA+ Point Olema Capital Partners, L.p. $2.95B · San Francisco, CA
Manhattan Beach, CA
Santa Monica, CA
San Francisco, CA
Assets under management$3.25B$3.58B$2.93B
Asset growth, last 2 years+46%+14%+16%
Advisory staff10375
Individual clients2061,5471,986
Assets per client$15.8M$2.3M$1.5M
Clients per advisor2142397
Main custodianFidelitySchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack251
People on Advicer.bio105011

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

ToolMonograph Wealth Advisors, LLCAbacus Wealth PartnersAsset Dedication, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses itUses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Monograph Wealth Advisors, LLC: Fidelity, Schwab · Abacus Wealth Partners: Schwab · Asset Dedication, LLC: Schwab, Fidelity