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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 Morton Wealth (swap one in):+ Team Hewins, LLC $3.97B · Foster City, CA+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Innovia Wealth, LLC $3.29B · Grand Rapids, MI+ Northeast Investment Management Inc $3.27B · Boston, MA
Calabasas, CA
San Francisco, CA
Manhattan Beach, CA
Assets under management$3.47B$3.94B$3.25B
Asset growth, last 2 years+31%+147%+46%
Advisory staff25810
Individual clients1,21518206
Assets per client$2.9M$218.8M$15.8M
Clients per advisor49221
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20152014
Tools in their stack312
People on Advicer.bio30610

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

ToolMorton WealthVernal Point Advisors, LLCMonograph Wealth Advisors, LLC
CRM
Envestnet TamaracUses it––
HubSpotUses it––
Website Builders
WebflowUses itUses it–
Squarespace––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Morton Wealth: Schwab, Fidelity · Vernal Point Advisors, LLC: Schwab, J.P. Morgan, Pershing · Monograph Wealth Advisors, LLC: Fidelity, Schwab