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 Montgomery Investment Management Inc (swap one in):+ Mattson Financial Services, LLC $515M · Kentwood, MI+ Haven Wealth Group $514.8M · Houston, TX+ Fellowship Financial Planning $465.3M · Spokane, WA+ Tufton Capital Management, LLC $463.8M · Hunt Valley, MD
Rockville, MD
Chicago, IL
Annapolis, MD
Assets under management$490M$514.8M$460.7M
Asset growth, last 2 years+35%–+39%
Advisory staff239
Individual clients10755354
Assets per client$4.6M$9.4M$1.3M
Clients per advisor541839
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20242023
Tools in their stack––5
People on Advicer.bio227

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

ToolMontgomery Investment Management IncTaiko Private WealthCurio Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client Portal
Fynancial––Uses it
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Montgomery Investment Management Inc: Schwab, Bank of America · Taiko Private Wealth: Schwab · Curio Wealth, LLC: Schwab