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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+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA+ Rvw Wealth LLC $1.94B · Los Angeles, CA+ Diversified Portfolios, Inc. $1.94B · Bloomfield Hills, MI
St. Louis, MO
Austin, TX
Redmond, WA
Assets under management$2.04B$2.15B$2.14B
Asset growth, last 2 years+42%+438%+138%
Advisory staff195912
Individual clients774852915
Assets per client$2.6M$2.5M$2.3M
Clients per advisor411476
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120222014
Tools in their stack–103
People on Advicer.bio196418

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 PartnersPrivate Advisory
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
Client File Sharing
Box–Uses itUses it
Communications Archiving/Monitoring
Greenboard–Uses it–
CRM
HubSpot–Uses it–
Estate Planning
Vanilla–Uses it–
Portfolio Management
Orion––Uses it
Project Management
Monday.com–Uses it–
Tax Planning
Holistiplan–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Mosaic Wealth: Fidelity · Root Financial Partners: Schwab, Altruist · Private Advisory: Schwab