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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+ Diversified Portfolios, Inc. $1.94B · Bloomfield Hills, MI
St. Louis, MO
Austin, TX
Cincinnati, OH
Assets under management$2.04B$2.15B$2.15B
Asset growth, last 2 years+42%+438%+49%
Advisory staff195931
Individual clients7748523,672
Assets per client$2.6M$2.5M$586K
Clients per advisor4114118
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120222020
Tools in their stack–103
People on Advicer.bio196432

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

ToolMosaic WealthRoot Financial PartnersOctavia Wealth Advisors LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––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–
Portfolio Management
Envestnet––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 · Octavia Wealth Advisors LLC: Schwab