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 Monson Wealth Management, Inc. (swap one in):+ Camden Financial Management, Inc. $157M+ Legacy Advisory Services, LLC $156.9M · Exton, PA+ Dlk Investment Advisors, LLC $140.7M · Mercer Island, WA+ Colmina, LLC $140.3M · Seattle, WA
Kennewick, WA
Port Angeles, WA
Corning, NY
Assets under management$149.5M$157.9M$157M
Asset growth, last 2 years+29%+21%+64%
Advisory staff153
Individual clients364293218
Assets per client$411K$539K$720K
Clients per advisor3645973
Main custodianAxos ClearingSEISchwab
Filing with the SEC since202120192018
Tools in their stack–15
People on Advicer.bio153

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

ToolMonson Wealth Management, Inc.Hallett AdvisorsRooted Planning Group
Custodial Platform
Charles Schwab––Uses it
Vanguard––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Monson Wealth Management, Inc.: Axos Clearing · Hallett Advisors: SEI, Schwab · Rooted Planning Group: Schwab