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 Wealth Management, LLC (swap one in):+ The Mathes Company, Inc. $339.8M · New York, NY+ Ap Wealth Management $339.6M · Augusta, GA+ Kevin M. Gibney and Company, LLC $306.9M · Iselin, NJ+ Spectra Investment Management, LLC $306.8M · Stuart, FL
Grand Forks, ND
Chicago, IL
Walnut Creek, CA
Assets under management$323.4M$339.6M$339.8M
Asset growth, last 2 years+64%+27%+34%
Advisory staff273
Individual clients16933144
Assets per client$1.9M$1M$7.7M
Clients per advisor854715
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio372

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 ManagementPark, Miller, LLC
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Johnson Wealth Management, LLC: Schwab · Aza Capital Management: Schwab · Park, Miller, LLC: Fidelity