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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 Mosaic Advisors (swap one in):+ Stonemark Wealth Management $609.8M · Pasadena, CA+ Woodward Diversified Capital, LLC $609.7M · Bakersfield, CA+ The Sum $551.4M · The Woodlands, TX+ Amicus Financial Advisors, LLC $550.9M · Lubbock, TX
Houston, TX
Dallas, TX
Houston, TX
Assets under management$580.5M$617M$615.3M
Asset growth, last 2 years+78%+31%+45%
Advisory staff1644
Individual clients72298421
Assets per client$8.1M$2.1M$1.5M
Clients per advisor575105
Main custodianSchwabSchwabFidelity
Filing with the SEC since201520222012 or earlier
Tools in their stack421
People on Advicer.bio2335

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

ToolMosaic AdvisorsEq Wealth AdvisorsFreedom Day Solutions, LLC
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses it––
Portfolio Management
OrionUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Mosaic Advisors: Schwab · Eq Wealth Advisors: Schwab · Freedom Day Solutions, LLC: Fidelity