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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):+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, 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
San Francisco, CA
Assets under management$3.94B$4.2B$4.38B
Asset growth, last 2 years+147%+33%+73%
Advisory staff8365
Individual clients181,45764
Assets per client$218.8M$2.9M$68.4M
Clients per advisor24013
Main custodianSchwabFidelitySchwab
Filing with the SEC since20152012 or earlier2022
Tools in their stack122
People on Advicer.bio64312

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.

ToolVernal Point Advisors, LLCHalbert HargroveSyon Capital LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Client File Sharing
ShareFile––Uses it
Website Builders
WebflowUses it––

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