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 Wealthpoint Advisors (swap one in):+ Capital Achievements, LLC $154.6M+ Elevage Partners, LLC $154.6M · Reno, NV+ Omega Capital Management, LLC $139.7M · Flanders, NJ+ Coombs Wealth Advisory, LLC $139.6M · Blue Bell, PA
Cramerton, NC
Asheville, NC
Dayton, OH
Assets under management$147.1M$155.9M$139.7M
Asset growth, last 2 years–+34%+9%
Advisory staff422
Individual clients375268123
Assets per client$392K$582K$1.1M
Clients per advisor9413462
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio322

From each firm's latest Form ADV (Mar 2026, Apr 2026, Aug 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.

ToolWealthpoint AdvisorsHolcombe & McgrathMonetary Solutions, LTD.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Wealthpoint Advisors: none listed · Holcombe & Mcgrath: Schwab · Monetary Solutions, LTD.: Schwab