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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):+ Octavia Wealth Advisors LLC $2.15B · Cincinnati, OH+ Private Advisory $2.14B · Redmond, WA+ Rvw Wealth LLC $1.94B · Los Angeles, CA+ Diversified Portfolios, Inc. $1.94B · Bloomfield Hills, MI
St. Louis, MO
Austin, TX
Los Angeles, CA
Assets under management$2.04B$2.15B$2.15B
Asset growth, last 2 years+42%+438%–
Advisory staff195910
Individual clients774852679
Assets per client$2.6M$2.5M$3.2M
Clients per advisor411468
Main custodianFidelitySchwab–
Filing with the SEC since202120222024
Tools in their stack–10–
People on Advicer.bio196419

From each firm's latest Form ADV (Mar 2026, Aug 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 WealthRoot Financial PartnersEvolve Private Wealth, LLC
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–
CRM
HubSpot–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 · Evolve Private Wealth, LLC: none listed