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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+ Abacus Wealth Partners $3.58B · Santa Monica, CA
Foster City, CA
San Francisco, CA
Calabasas, CA
Assets under management$3.97B$4.38B$3.47B
Asset growth, last 2 years+59%+73%+31%
Advisory staff21525
Individual clients551641,215
Assets per client$7.2M$68.4M$2.9M
Clients per advisor261349
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820222012 or earlier
Tools in their stack323
People on Advicer.bio231230

From each firm's latest Form ADV (Jul 2026, May 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 LLCMorton Wealth
CRM
Envestnet TamaracUses it–Uses it
HubSpotUses it–Uses it
SS&C Black Diamond–Uses it–
Client File Sharing
BoxUses it––
ShareFile–Uses it–
Website Builders
Webflow––Uses it

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