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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+ Sage, Rutty & Co., Inc. $3.46B · Rochester, NY+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Beverly Hills, CA
Foster City, CA
Los Angeles, CA
Assets under management$3.64B$3.97B$4.15B
Asset growth, last 2 years+0%+59%+64%
Advisory staff112135
Individual clients865512,278
Assets per client$42.4M$7.2M$1.8M
Clients per advisor82665
Main custodianJ.P. MorganSchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack137
People on Advicer.bio–2343

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, LLCSteelpeak Wealth, LLC
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Interactive Brokers––Uses it
CRM
Envestnet Tamarac–Uses itUses it
HubSpot–Uses itUses it
Website Builders
SquarespaceUses it––
Webflow––Uses it
Client File Sharing
Box–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Mozaic, LLC: J.P. Morgan, Fiduciary Trust Company, International · Team Hewins, LLC: Schwab, U.S. Bank · Steelpeak Wealth, LLC: Schwab