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 Altamont Capital Management (swap one in):+ Waypoint Wealth Counsel LLC $433.3M · Atlanta, GA+ Greenbridge Partners LLC $433.1M · Lakeland, FL+ Moon Capital Management, LLC $391.5M · Knoxville, TN+ Davis Investment Partners, LLC $390M · Charlotte, NC
Asheville, NC
Raleigh, NC
New York, NY
Assets under management$412.3M$435.3M$391.5M
Asset growth, last 2 years+70%–+84%
Advisory staff2432
Individual clients148172973
Assets per client$2.8M$2.5M$402K
Clients per advisor744330
Main custodianSchwab––
Filing with the SEC since201620192017
Tools in their stack––3
People on Advicer.bio2341

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

ToolAltamont Capital ManagementAdvisorstrust Partners LLCSiebert Advisornxt, LLC.
CRM
HubSpot––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Altamont Capital Management: Schwab, Mid Atlantic Trust Company · Advisorstrust Partners LLC: none listed · Siebert Advisornxt, LLC.: none listed