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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 Johnson Wealth Management, LLC (swap one in):+ The Mathes Company, Inc. $339.8M · New York, NY+ Park, Miller, LLC $339.8M · Walnut Creek, CA+ Kevin M. Gibney and Company, LLC $306.9M · Iselin, NJ+ Spectra Investment Management, LLC $306.8M · Stuart, FL
Grand Forks, ND
Chicago, IL
Augusta, GA
Assets under management$323.4M$339.6M$339.6M
Asset growth, last 2 years+64%+27%+43%
Advisory staff275
Individual clients169331269
Assets per client$1.9M$1M$1.3M
Clients per advisor854754
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–25
People on Advicer.bio375

From each firm's latest Form ADV (Jul 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.

ToolJohnson Wealth Management, LLCAza Capital ManagementAp Wealth Management
Schedule Apps
Calendly–Uses it–
OnceHub––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Johnson Wealth Management, LLC: Schwab · Aza Capital Management: Schwab · Ap Wealth Management: Schwab