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 Marotta Wealth Management, Inc. (swap one in):+ Jmac Enterprises LLC $722.4M · Newtown, PA+ Rs Crum Inc. $720.7M · Newport Beach, CA+ Weber Asset Management, Inc. $651.5M · Lake Success, NY+ Monex Asset Management, Inc. $650.9M · Houston, TX
Charlottesville, VA
Boynton Beach, FL
Alexandria, VA
Assets under management$686M$720.8M$648.4M
Asset growth, last 2 years+16%+38%+49%
Advisory staff1249
Individual clients354818239
Assets per client$1.9M$881K$2.7M
Clients per advisor3020527
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–23
People on Advicer.bio949

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

ToolMarotta Wealth Management, Inc.Materetsky Financial GroupMonument Wealth Management
CRM
HubSpot––Uses it
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Marotta Wealth Management, Inc.: Schwab · Materetsky Financial Group: Pershing · Monument Wealth Management: Schwab