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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 Wealth (swap one in):+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA+ Private Advisory $2.14B · Redmond, WA+ Rvw Wealth LLC $1.94B · Los Angeles, CA+ Cfo4life $1.94B · Coppell, TX
St. Louis, MO
Austin, TX
Bloomfield Hills, MI
Assets under management$2.04B$2.15B$1.94B
Asset growth, last 2 years+42%+438%+25%
Advisory staff195911
Individual clients774852660
Assets per client$2.6M$2.5M$2.9M
Clients per advisor411460
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120222012 or earlier
Tools in their stack–101
People on Advicer.bio196410

From each firm's latest Form ADV (Mar 2026, Aug 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 WealthRoot Financial PartnersDiversified Portfolios, Inc.
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
Client File Sharing
Box–Uses it–
Communications Archiving/Monitoring
Greenboard–Uses it–
Estate Planning
Vanilla–Uses it–
Project Management
Monday.com–Uses it–
Tax Planning
Holistiplan–Uses it–

Custodians on Form ADV: Mosaic Wealth: Fidelity · Root Financial Partners: Schwab, Altruist · Diversified Portfolios, Inc.: Schwab