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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
Charleston, SC
Assets under management$3.64B$3.97B$3.45B
Asset growth, last 2 years+0%+59%+7%
Advisory staff11214
Individual clients8655110,230
Assets per client$42.4M$7.2M$337K
Clients per advisor8262,558
Main custodianJ.P. MorganSchwabRaymond James
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack13–
People on Advicer.bio–2312

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, LLCTandem Investment Advisors Inc
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Client File Sharing
Box–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Mozaic, LLC: J.P. Morgan, Fiduciary Trust Company, International · Team Hewins, LLC: Schwab, U.S. Bank · Tandem Investment Advisors Inc: Raymond James, Truist Investment Services, Inc.