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 Summitview Advisors (swap one in):+ Epogee Capital Management, LLC $71.8M+ Montoya Wealth Management $71.7M · Prescott, AZ+ Capital Area Planning Group $64.8M · Washington, DC+ Strategy Cap, LLC $64.8M · Bend, OR
Leawood, KS
Ann Arbor, MI
Assets under management$68.3M$71.7M$71.8M
Asset growth, last 2 years–––
Advisory staff133
Individual clients9314534
Assets per client$734K$495K$2.1M
Clients per advisor934811
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–43
People on Advicer.bio143

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

ToolSummitview AdvisorsInsight Investment Advisers LLCPinnacle Investment Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Investment Data/Analytics
Morningstar––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–