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 Mentor Financial Advisory Group, LTD. (swap one in):+ Kyleshill Financial Planning $92.5M · Columbus, OH+ Strava Financial, LLC $92.4M · Westlake Village, CA+ Circa Capital, LLC $83.6M · Alpharetta, GA+ Route 20 Private Wealth Inc. $83.5M · Fort Lauderdale, FL
New York, NY
Fort Collins, CO
Assets under management$88M$92.4M$92.4M
Asset growth, last 2 years–+39%–
Advisory staff124
Individual clients222197
Assets per client$4M$4.4M$953K
Clients per advisor221124
Main custodian–Pershing–
Filing with the SEC since202620132026
Tools in their stack333
People on Advicer.bio124

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

ToolMentor Financial Advisory Group, LTD.Tekmen Wells LLCAscension Financial
Custodial Platform
Charles SchwabUses it–Uses it
VanguardUses it––
CRM
SS&C Black Diamond–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Mentor Financial Advisory Group, LTD.: none listed · Tekmen Wells LLC: Pershing · Ascension Financial: none listed