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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+ Colter Lewis Investment Partners, LLC $3.41B · Greenwich, CT+ 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
Calabasas, CA
Assets under management$3.25B$3.58B$3.47B
Asset growth, last 2 years+46%+14%+31%
Advisory staff103725
Individual clients2061,5471,215
Assets per client$15.8M$2.3M$2.9M
Clients per advisor214249
Main custodianFidelitySchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack253
People on Advicer.bio105030

From each firm's latest Form ADV (Sep 2026, May 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 PartnersMorton Wealth
CRM
HubSpot–Uses itUses it
Envestnet Tamarac––Uses it
Website Builders
SquarespaceUses it––
Webflow––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses itUses it–
Schedule Apps
Calendly–Uses it–

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