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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+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Calabasas, CA
San Francisco, CA
Boston, MA
Assets under management$3.47B$3.94B$3.27B
Asset growth, last 2 years+31%+147%+53%
Advisory staff25811
Individual clients1,215181,626
Assets per client$2.9M$218.8M$2M
Clients per advisor492148
Main custodianSchwabSchwabBNY
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack312
People on Advicer.bio3069

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

ToolMorton WealthVernal Point Advisors, LLCNortheast Investment Management Inc
CRM
HubSpotUses it–Uses it
Envestnet TamaracUses it––
Custodial Platform
NetX360 (Pershing)––Uses it
Website Builders
WebflowUses itUses it–

Custodians on Form ADV: Morton Wealth: Schwab, Fidelity · Vernal Point Advisors, LLC: Schwab, J.P. Morgan, Pershing · Northeast Investment Management Inc: BNY