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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 Martino Capital, LLC (swap one in):+ Wesling Financial Planning Services Corp. $60M · Alexandria, VA+ Sws Advisors, Inc. $60M · Columbus, OH+ Simple Wealth LLC $54.2M · Liberty Lake, WA+ Mountain View Wealth Management LLC $54.2M · Arlington, VA
Phoenix, AZ
Wilmington, NC
Assets under management$57.1M$60M$60M
Asset growth, last 2 years–––
Advisory staff213
Individual clients19640144
Assets per client$291K$1.5M$416K
Clients per advisor984048
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–8–
People on Advicer.bio213

From each firm's latest Form ADV (Oct 2026, Jun 2026, May 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.

ToolMartino Capital, LLCMontebello AvenueDominion Wealth Management, LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Client Portal
Kubera–Uses it–
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–