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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 Mozaic, LLC (swap one in):+ Steelpeak Wealth, LLC $4.15B · Los Angeles, CA+ Vernal Point Advisors, LLC $3.94B · San Francisco, CA+ Sage, Rutty & Co., Inc. $3.46B · Rochester, NY+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Beverly Hills, CA
Foster City, CA
Santa Monica, CA
Assets under management$3.64B$3.97B$4.11B
Asset growth, last 2 years+0%+59%+58%
Advisory staff112136
Individual clients865519,425
Assets per client$42.4M$7.2M$436K
Clients per advisor826262
Main custodianJ.P. MorganSchwabLPL Financial
Filing with the SEC since2012 or earlier20182014
Tools in their stack136
People on Advicer.bio–2339

From each firm's latest Form ADV (Mar 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.

ToolMozaic, LLCTeam Hewins, LLCGerber Kawasaki Wealth & Investment Management
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Website Builders
SquarespaceUses it––
Wix––Uses it
Client File Sharing
Box–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Mozaic, LLC: J.P. Morgan, Fiduciary Trust Company, International · Team Hewins, LLC: Schwab, U.S. Bank · Gerber Kawasaki Wealth & Investment Management: LPL Financial