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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 Main Street Financial (swap one in):+ Probitas Financial $74.7M · Newport Beach, CA+ Satori Wealth Management, Inc. $74.7M · San Diego, CA+ Mb3 Consulting LLC $67.5M · Glendale, CA+ Occam Capital Management, LLC $67.4M · Pittsford, NY
Purchase, NY
Hopewell Junction, NY
Assets under management$71.1M$74.9M$67.5M
Asset growth, last 2 years+22%+75%–
Advisory staff311
Individual clients9812917
Assets per client$726K$581K$4M
Clients per advisor3312917
Main custodianFidelityAltruist–
Filing with the SEC since2012 or earlier20212026
Tools in their stack–14
People on Advicer.bio311

From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 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.

ToolMain Street FinancialMountain Pass PlanningGen2 Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses itUses it
Planning Light
Advyzon––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Main Street Financial: Fidelity · Mountain Pass Planning: Altruist · Gen2 Advisors, LLC: none listed