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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):+ Dash Investments $681.6M · Plano, TX+ Synergy Investment Management LLC $681.5M · Altamonte Springs, FL+ Stolper & Co., Inc. $615.7M · San Diego, CA+ Beacon Harbor Wealth Advisors $608.3M · Virginia Beach, VA
Alexandria, VA
Charlottesville, VA
Shreveport, LA
Assets under management$648.4M$686M$681.2M
Asset growth, last 2 years+49%+16%+32%
Advisory staff9123
Individual clients239354330
Assets per client$2.7M$1.9M$2.1M
Clients per advisor2730110
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack3–1
People on Advicer.bio993

From each firm's latest Form ADV (Aug 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.

ToolMonument Wealth ManagementMarotta Wealth Management, Inc.Lees Monsour Group
CRM
HubSpotUses it––
Custodial Platform
Raymond James––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Monument Wealth Management: Schwab · Marotta Wealth Management, Inc.: Schwab · Lees Monsour Group: Raymond James