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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):+ Clifford Swan Investment Counselors $4.48B · Pasadena, CA+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Abacus Wealth Partners $3.58B · Santa Monica, CA
Foster City, CA
San Francisco, CA
Long Beach, CA
Assets under management$3.97B$4.38B$4.2B
Asset growth, last 2 years+59%+73%+33%
Advisory staff21536
Individual clients551641,457
Assets per client$7.2M$68.4M$2.9M
Clients per advisor261340
Main custodianSchwabSchwabFidelity
Filing with the SEC since201820222012 or earlier
Tools in their stack322
People on Advicer.bio231243

From each firm's latest Form ADV (Jul 2026, Mar 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 LLCHalbert Hargrove
CRM
Envestnet TamaracUses it–Uses it
HubSpotUses it–Uses it
SS&C Black Diamond–Uses it–
Client File Sharing
BoxUses it––
ShareFile–Uses it–

Custodians on Form ADV: Team Hewins, LLC: Schwab, U.S. Bank · Syon Capital LLC: Schwab · Halbert Hargrove: Fidelity, Schwab