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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 Altamont Capital Management (swap one in):+ Waypoint Wealth Counsel LLC $433.3M · Atlanta, GA+ Greenbridge Partners LLC $433.1M · Lakeland, FL+ Siebert Advisornxt, LLC. $391.5M · New York, NY+ Davis Investment Partners, LLC $390M · Charlotte, NC
Asheville, NC
Raleigh, NC
Canonsburg, PA
Assets under management$412.3M$435.3M$433.5M
Asset growth, last 2 years+70%–+4%
Advisory staff244
Individual clients148172199
Assets per client$2.8M$2.5M$2.2M
Clients per advisor744350
Main custodianSchwab–Schwab
Filing with the SEC since201620192012 or earlier
Tools in their stack––3
People on Advicer.bio234

From each firm's latest Form ADV (Jan 2026, May 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.

ToolAltamont Capital ManagementAdvisorstrust Partners LLCSantori & Peters
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Altamont Capital Management: Schwab, Mid Atlantic Trust Company · Advisorstrust Partners LLC: none listed · Santori & Peters: Schwab