Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA+ Sage, Rutty & Co., Inc. $3.46B · Rochester, NY+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Beverly Hills, CA
Foster City, CA
San Francisco, CA
Assets under management$3.64B$3.97B$3.94B
Asset growth, last 2 years+0%+59%+147%
Advisory staff11218
Individual clients8655118
Assets per client$42.4M$7.2M$218.8M
Clients per advisor8262
Main custodianJ.P. MorganSchwabSchwab
Filing with the SEC since2012 or earlier20182015
Tools in their stack131
People on Advicer.bio–236

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, LLCVernal Point Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Website Builders
SquarespaceUses it––
Webflow––Uses it
Client File Sharing
Box–Uses it–

Custodians on Form ADV: Mozaic, LLC: J.P. Morgan, Fiduciary Trust Company, International · Team Hewins, LLC: Schwab, U.S. Bank · Vernal Point Advisors, LLC: Schwab, J.P. Morgan, Pershing