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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 Passive Management LLC (swap one in):+ Weil Associates, Inc. $23.5M+ Hygge Advisors, LLC $23.5M · St. Petersburg, FL+ Mountainpoint Investment Advisors $21.2M+ Mandala Wealth Management, LLC $21.2M
New York, NY
Tarrytown, NY
Assets under management$22.3M$23.5M$21.2M
Asset growth, last 2 years−13%––
Advisory staff211
Individual clients1094515
Assets per client$205K$522K$1.4M
Clients per advisor554515
Main custodianInteractive Brokers––
Filing with the SEC since202420262026
Tools in their stack–11
People on Advicer.bio211

From each firm's latest Form ADV (Oct 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.

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.

ToolPassive Management LLCMartone Capital Management, Inc.Compound Advisory
Custodial Platform
Altruist––Uses it
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Passive Management LLC: Interactive Brokers · Martone Capital Management, Inc.: none listed · Compound Advisory: none listed