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 Journey Wealth Management (swap one in):+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX+ Activest Wealth Management, LLC $1.46B · Aventura, FL+ Wallington Asset Management $1.32B · Indianapolis, IN+ Mcdonald Partners LLC $1.28B · Cleveland, OH
Cleveland, OH
Vancouver, WA
Edmond, OK
Assets under management$1.39B$1.46B$1.46B
Asset growth, last 2 years+85%+63%+44%
Advisory staff171215
Individual clients8629984,674
Assets per client$1.6M$1.5M$312K
Clients per advisor5183312
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since201820182019
Tools in their stack521
People on Advicer.bio16815

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

ToolJourney Wealth ManagementMartel Wealth Advisors, LLCForge Financial
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Client Data Gathering
PreciseFPUses it––
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses itUses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Journey Wealth Management: Schwab, Fidelity · Martel Wealth Advisors, LLC: Schwab, SEI, Reliance Financial Corporation · Forge Financial: LPL Financial