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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):+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, 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
Foster City, CA
Assets under management$3.47B$3.94B$3.97B
Asset growth, last 2 years+31%+147%+59%
Advisory staff25821
Individual clients1,21518551
Assets per client$2.9M$218.8M$7.2M
Clients per advisor49226
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152018
Tools in their stack313
People on Advicer.bio30623

From each firm's latest Form ADV (May 2026, Jul 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, LLCTeam Hewins, LLC
CRM
Envestnet TamaracUses it–Uses it
HubSpotUses it–Uses it
Client File Sharing
Box––Uses it
Website Builders
WebflowUses itUses it–

Custodians on Form ADV: Morton Wealth: Schwab, Fidelity · Vernal Point Advisors, LLC: Schwab, J.P. Morgan, Pershing · Team Hewins, LLC: Schwab, U.S. Bank