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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 Vernal Point Advisors, LLC (swap one in):+ Syon Capital LLC $4.38B · San Francisco, CA+ Steelpeak Wealth, LLC $4.15B · Los Angeles, CA+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Morton Wealth $3.47B · Calabasas, CA
San Francisco, CA
Long Beach, CA
Santa Monica, CA
Assets under management$3.94B$4.2B$3.58B
Asset growth, last 2 years+147%+33%+14%
Advisory staff83637
Individual clients181,4571,547
Assets per client$218.8M$2.9M$2.3M
Clients per advisor24042
Main custodianSchwabFidelitySchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack125
People on Advicer.bio64350

From each firm's latest Form ADV (Jul 2026, Mar 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.

ToolVernal Point Advisors, LLCHalbert HargroveAbacus Wealth Partners
CRM
HubSpot–Uses itUses it
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Vernal Point Advisors, LLC: Schwab, J.P. Morgan, Pershing · Halbert Hargrove: Fidelity, Schwab · Abacus Wealth Partners: Schwab