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 Monument Wealth Management (swap one in):+ Synergy Investment Management LLC $681.5M · Altamonte Springs, FL+ Lees Monsour Group $681.2M · Shreveport, LA+ Fmb Wealth Management $615.7M · Westlake Village, CA+ Beacon Harbor Wealth Advisors $608.3M · Virginia Beach, VA
Alexandria, VA
Charlottesville, VA
San Diego, CA
Assets under management$648.4M$686M$615.7M
Asset growth, last 2 years+49%+16%+6%
Advisory staff9122
Individual clients23935460
Assets per client$2.7M$1.9M$10.3M
Clients per advisor273030
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–2
People on Advicer.bio991

From each firm's latest Form ADV (Aug 2026, Oct 2026, Jan 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.Stolper & Co., Inc.
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Monument Wealth Management: Schwab · Marotta Wealth Management, Inc.: Schwab · Stolper & Co., Inc.: Schwab