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 Main Street Financial (swap one in):+ Probitas Financial $74.7M · Newport Beach, CA+ Satori Wealth Management, Inc. $74.7M · San Diego, CA+ Gen2 Advisors, LLC $67.5M+ Ntv Asset Management, LLC $67.5M
Purchase, NY
Hopewell Junction, NY
Pittsford, NY
Assets under management$71.1M$74.9M$67.4M
Asset growth, last 2 years+22%+75%+0%
Advisory staff311
Individual clients98129147
Assets per client$726K$581K$459K
Clients per advisor33129147
Main custodianFidelityAltruistSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–1–
People on Advicer.bio311

From each firm's latest Form ADV (Feb 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.

ToolMain Street FinancialMountain Pass PlanningOccam Capital Management, LLC
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Main Street Financial: Fidelity · Mountain Pass Planning: Altruist · Occam Capital Management, LLC: Schwab