Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Alignment Financial Group (swap one in):+ Pine Capital $81.5M · Portland, ME+ Global Vision Financial Services $81.5M+ Faison Capital LLC $73.7M+ Sunglow Wealth Advisory LLC $73.7M · Snellville, GA
Winter Park, FL
Bozeman, MT
Assets under management$77.6M$81.5M$73.7M
Asset growth, last 2 years−73%––
Advisory staff113
Individual clients276090
Assets per client$2.9M$1.4M$819K
Clients per advisor276030
Main custodianFidelity––
Filing with the SEC since202320262026
Tools in their stack1–3
People on Advicer.bio112

From each firm's latest Form ADV (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

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.

ToolAlignment Financial GroupAvenues Wealth, LLCMonteith Wealth
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy KrakenUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Alignment Financial Group: Fidelity, Paychex Securities Corporation · Avenues Wealth, LLC: none listed · Monteith Wealth: none listed