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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+ Abacus Wealth Partners $3.58B · Santa Monica, CA
San Francisco, CA
Long Beach, CA
Calabasas, CA
Assets under management$3.94B$4.2B$3.47B
Asset growth, last 2 years+147%+33%+31%
Advisory staff83625
Individual clients181,4571,215
Assets per client$218.8M$2.9M$2.9M
Clients per advisor24049
Main custodianSchwabFidelitySchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack123
People on Advicer.bio64330

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

ToolVernal Point Advisors, LLCHalbert HargroveMorton Wealth
CRM
Envestnet Tamarac–Uses itUses it
HubSpot–Uses itUses it
Website Builders
WebflowUses it–Uses it

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