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 Montebello Avenue (swap one in):+ Purposepath Capital, LLC $63M · Quincy, IL+ Edgehelm Financial $63M · Nashville, TN+ Lampe Financial Group LLC $56.9M+ Witnauer Sloan & Associates LLC $56.6M · Scottsdale, AZ
Phoenix, AZ
Scottsdale, AZ
Anaheim, CA
Assets under management$60M$63.1M$56.9M
Asset growth, last 2 years–+36%–
Advisory staff112
Individual clients405974
Assets per client$1.5M$1.1M$769K
Clients per advisor405937
Main custodian–––
Filing with the SEC since202620162026
Tools in their stack8––
People on Advicer.bio112

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

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.

ToolMontebello AvenueNorth Scottsdale Wealth Advisors, LLCBsias Advisors, LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)Uses it––
Advisory Fee Billing
AdvicePayUses it––
Client Portal
KuberaUses it––
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––