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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 Monteith Wealth (swap one in):+ Cairn Financial Group $77.4M+ Atlas Investment Advisory LLC $77.4M · Canton, GA+ Actis Wealth Management $70M · Waukee, IA+ Wealth Alliance, LLC $70M · San Diego, CA
Bozeman, MT
Lake Worth Beach, FL
Dallas, TX
Assets under management$73.7M$77.4M$70M
Asset growth, last 2 years––+0%
Advisory staff321
Individual clients904232
Assets per client$819K$1.8M$2.2M
Clients per advisor302132
Main custodian––J.P. Morgan
Filing with the SEC since202620262012 or earlier
Tools in their stack3––
People on Advicer.bio221

From each firm's latest Form ADV (Sep 2026, May 2026, Aug 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.

ToolMonteith WealthAaron Brask CapitalEfs Asset Management LLC
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Monteith Wealth: none listed · Aaron Brask Capital: none listed · Efs Asset Management LLC: J.P. Morgan, Schwab, Jefferies Execution Services, Inc.