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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 Montoya Wealth Management (swap one in):+ Sbc Investment Management, LLC $75.7M · Scottsdale, AZ+ Moyer Wealth Management $75.3M+ Signature Financial Advisors $68.1M · Houston, TX+ Gallatin Wealth Management LLC $68.1M · Wilson, WY
Prescott, AZ
Wichita, KS
Superior, WI
Assets under management$71.7M$75.3M$68.1M
Asset growth, last 2 years–––
Advisory staff212
Individual clients86425835
Assets per client$834K$177K$82K
Clients per advisor43425418
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack42–
People on Advicer.bio212

From each firm's latest Form ADV (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.

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.

ToolMontoya Wealth ManagementYeisley Wealth Solutions, Inc.Jmr Financial Group
Portfolio Management
BlueleafUses it––
Orion–Uses it–
Client Data Gathering
JotformUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
SquarespaceUses it––