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 Johnson Financial Advisors (swap one in):+ Ferguson-Johnson Wealth Management, Inc. $316.4M · Rockville, MD+ Wealthcollab $316.2M · Bellevue, WA+ Financial Forum, Inc. $285.8M · Spokane, WA+ Omnistar Financial Group, Inc. $285.7M · Wilmington, NC
Tempe, AZ
Raleigh, NC
Metuchen, NJ
Assets under management$301M$316.2M$316M
Asset growth, last 2 years+57%+25%+214%
Advisory staff213
Individual clients29714999
Assets per client$1M$2.1M$3.2M
Clients per advisor14914933
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20182023
Tools in their stack134
People on Advicer.bio213

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

ToolJohnson Financial AdvisorsFirst Oak Wealth Management, LLCTenon Financial
Client File Sharing
BoxUses it––
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney–Uses itUses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Johnson Financial Advisors: Fidelity · First Oak Wealth Management, LLC: Schwab · Tenon Financial: Schwab