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 Sheller Wealth Management, Inc. (swap one in):+ Epogee Capital Management, LLC $71.8M+ Insight Investment Advisers LLC $71.7M · Leawood, KS+ Legacy Wealth Concepts $64.8M · Baton Rouge, LA+ Crossplan Money Management $64.8M · Seminole, FL
Troy, MO
Prescott, AZ
Colorado Springs, CO
Assets under management$68.2M$71.7M$71.7M
Asset growth, last 2 years–––
Advisory staff225
Individual clients17486104
Assets per client$392K$834K$689K
Clients per advisor874321
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack143
People on Advicer.bio225

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

ToolSheller Wealth Management, Inc.Montoya Wealth ManagementTargeted Wealth Solutions
Portfolio Management
Blueleaf–Uses it–
Capitect––Uses it
Client Data Gathering
Jotform–Uses it–
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–