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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):+ Dominion Wealth Management, LLC $60M · Wilmington, NC+ 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
Assets under management$57.1M$60M$54.2M
Asset growth, last 2 years–––
Advisory staff211
Individual clients1964063
Assets per client$291K$1.5M$861K
Clients per advisor984063
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–83
People on Advicer.bio211

From each firm's latest Form ADV (Oct 2026, Jun 2026, Jul 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 AvenueDonnelly Investments
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Client Portal
Kubera–Uses it–
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Video Meetings & Messaging
Zoom––Uses it