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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 Journey Wealth Management (swap one in):+ Activest Wealth Management, LLC $1.46B · Aventura, FL+ Forge Financial $1.46B · Edmond, OK+ Wallington Asset Management $1.32B · Indianapolis, IN+ Mcdonald Partners LLC $1.28B · Cleveland, OH
Cleveland, OH
Vancouver, WA
Westerly, RI
Assets under management$1.39B$1.46B$1.32B
Asset growth, last 2 years+85%+63%+40%
Advisory staff17129
Individual clients8629981,281
Assets per client$1.6M$1.5M$1M
Clients per advisor5183142
Main custodianSchwabSchwabRaymond James
Filing with the SEC since201820182012 or earlier
Tools in their stack521
People on Advicer.bio1689

From each firm's latest Form ADV (Mar 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.

ToolJourney Wealth ManagementMartel Wealth Advisors, LLCProfessional Planning Group
Custodial Platform
Charles SchwabUses it––
Raymond James––Uses 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–

Custodians on Form ADV: Journey Wealth Management: Schwab, Fidelity · Martel Wealth Advisors, LLC: Schwab, SEI, Reliance Financial Corporation · Professional Planning Group: Raymond James