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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):+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA+ Vernal Point Advisors, LLC $3.94B · San Francisco, CA+ Tandem Investment Advisors Inc $3.45B · Charleston, SC+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Beverly Hills, CA
Foster City, CA
Rochester, NY
Assets under management$3.64B$3.97B$3.46B
Asset growth, last 2 years+0%+59%+40%
Advisory staff112133
Individual clients865518,184
Assets per client$42.4M$7.2M$423K
Clients per advisor826248
Main custodianJ.P. MorganSchwab–
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack132
People on Advicer.bio–2345

From each firm's latest Form ADV (Mar 2026, Jul 2026, Sep 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, LLCSage, Rutty & Co., Inc.
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Website Builders
SquarespaceUses it––
Wix––Uses it
Client File Sharing
Box–Uses it–
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Mozaic, LLC: J.P. Morgan, Fiduciary Trust Company, International · Team Hewins, LLC: Schwab, U.S. Bank · Sage, Rutty & Co., Inc.: none listed