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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 Team Hewins, LLC (swap one in):+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA+ Halbert Hargrove $4.2B · Long Beach, CA+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Morton Wealth $3.47B · Calabasas, CA
Foster City, CA
San Francisco, CA
Santa Monica, CA
Assets under management$3.97B$4.38B$3.58B
Asset growth, last 2 years+59%+73%+14%
Advisory staff21537
Individual clients551641,547
Assets per client$7.2M$68.4M$2.3M
Clients per advisor261342
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820222012 or earlier
Tools in their stack325
People on Advicer.bio231250

From each firm's latest Form ADV (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.

ToolTeam Hewins, LLCSyon Capital LLCAbacus Wealth Partners
CRM
HubSpotUses it–Uses it
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Client File Sharing
BoxUses it––
ShareFile–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Team Hewins, LLC: Schwab, U.S. Bank · Syon Capital LLC: Schwab · Abacus Wealth Partners: Schwab