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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 Monthie Wealth Advisors (swap one in):+ Probitas Financial $74.7M · Newport Beach, CA+ Satori Wealth Management, Inc. $74.7M · San Diego, CA+ Ntv Asset Management, LLC $67.5M+ Mb3 Consulting LLC $67.5M · Glendale, CA
Latham, NY
Hopewell Junction, NY
Pittsford, NY
Assets under management$71.1M$74.9M$67.4M
Asset growth, last 2 years–+75%+0%
Advisory staff211
Individual clients115129147
Assets per client$618K$581K$459K
Clients per advisor58129147
Main custodianSchwabAltruistSchwab
Filing with the SEC since202420212012 or earlier
Tools in their stack–1–
People on Advicer.bio211

From each firm's latest Form ADV (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

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.

ToolMonthie Wealth AdvisorsMountain Pass PlanningOccam Capital Management, LLC
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Monthie Wealth Advisors: Schwab · Mountain Pass Planning: Altruist · Occam Capital Management, LLC: Schwab