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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 Gary M. Martinez (swap one in):+ Marello Investment Advisors, Inc. $27.6M · Valley Village, CA+ Studdard Financial, LLC $27.6M · Germantown, TN+ Compass Financial Services, Inc. $24.9M · Winston-Salem, NC+ Atlantis Asset Management, LLC $24.9M
Mulvane, KS
Hutchinson, KS
Pittsfield, MA
Assets under management$26.2M$27.8M$27.5M
Asset growth, last 2 years–+41%–
Advisory staff121
Individual clients8813630
Assets per client$298K$204K$918K
Clients per advisor886830
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack–31
People on Advicer.bio121

From each firm's latest Form ADV (Oct 2026, Jan 2026, Feb 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.

ToolGary M. MartinezNorth Fork Financial, LLCJust Wealth LLC
Custodial Platform
Charles Schwab–Uses it–
TAMP
GeoWealth–Uses it–
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Gary M. Martinez: none listed · North Fork Financial, LLC: Schwab · Just Wealth LLC: none listed