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 Monthie Wealth Advisors (swap one in):+ Bradley Advisory $74.7M · Stevens, PA+ Probitas Financial $74.7M · Newport Beach, CA+ Mb3 Consulting LLC $67.5M · Glendale, CA+ Occam Capital Management, LLC $67.4M · Pittsford, NY
Latham, NY
Hopewell Junction, NY
San Diego, CA
Assets under management$71.1M$74.9M$74.7M
Asset growth, last 2 years–+75%–
Advisory staff212
Individual clients11512933
Assets per client$618K$581K$2.3M
Clients per advisor5812917
Main custodianSchwabAltruist–
Filing with the SEC since202420212026
Tools in their stack–12
People on Advicer.bio212

From each firm's latest Form ADV (Mar 2026, Apr 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 PlanningSatori Wealth Management, Inc.
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
Wealthbox––Uses it

Custodians on Form ADV: Monthie Wealth Advisors: Schwab · Mountain Pass Planning: Altruist · Satori Wealth Management, Inc.: none listed