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.

Mapt Capital
Kolash Wealth Strategies, LLC
Monument Advisers

Similar in size to Mapt Capital (swap one in):+ Eddy Company, LLC $10.6M + Queenvest $10.6M + Norma Financial LLC $9.6M + Hg Wealth Partners LLC $9.5M

	Mapt Capital Madison, WI	Kolash Wealth Strategies, LLC Appleton, WI	Monument Advisers Carmel, IN
Assets under management	$10.1M	$10.6M	$9.5M
Asset growth, last 2 years	–	–	–
Advisory staff	3	1	4
Individual clients	15	42	27
Assets per client	$671K	$252K	$353K
Clients per advisor	5	42	7
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	–	–	–
People on Advicer.bio	3	1	5

From each firm's latest Form ADV (Oct 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

Mapt Capital
Kolash Wealth Strategies, LLC
Monument Advisers

Advisory staff

Mapt Capital
Kolash Wealth Strategies, LLC
Monument Advisers

Individual clients

Mapt Capital
Kolash Wealth Strategies, LLC
Monument Advisers

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.