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 Evoadvisors (swap one in):+ Sightline Wealth Advisors, LLC $354.2M · Groton, CT+ Life Planning Partners, Inc. $354M · Jacksonville, FL+ Alhambra Investment Management LLC $320.2M · Palmetto Bay, FL+ Wynn Capital $320.2M · Augusta, GA
Richmond, VA
Lynchburg, VA
Ashburn, VA
Assets under management$337.2M$357.2M$357.2M
Asset growth, last 2 years+46%+33%+24%
Advisory staff643
Individual clients167192171
Assets per client$2M$1.9M$2.1M
Clients per advisor284857
Main custodianPershingFidelityFidelity
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack6–1
People on Advicer.bio543

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

ToolEvoadvisorsMontvue Capital Management, Inc.Houlihan Financial Resource Group, LTD.
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
ESG/SRI
YourStakeUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Evoadvisors: Pershing · Montvue Capital Management, Inc.: Fidelity, Schwab · Houlihan Financial Resource Group, LTD.: Fidelity, Schwab