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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 Monument Wealth Management (swap one in):+ Synergy Investment Management LLC $681.5M · Altamonte Springs, FL+ Lees Monsour Group $681.2M · Shreveport, LA+ Stolper & Co., Inc. $615.7M · San Diego, CA+ Beacon Harbor Wealth Advisors $608.3M · Virginia Beach, VA
Alexandria, VA
Charlottesville, VA
Plano, TX
Assets under management$648.4M$686M$681.6M
Asset growth, last 2 years+49%+16%+36%
Advisory staff9127
Individual clients239354432
Assets per client$2.7M$1.9M$1.6M
Clients per advisor273062
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack3–3
People on Advicer.bio996

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

ToolMonument Wealth ManagementMarotta Wealth Management, Inc.Dash Investments
Client File Sharing
Box––Uses it
CRM
HubSpotUses it––
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
OrionUses it––
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Monument Wealth Management: Schwab · Marotta Wealth Management, Inc.: Schwab · Dash Investments: Schwab