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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+ Professional Planning Group $1.32B · Westerly, RI+ Mcdonald Partners LLC $1.28B · Cleveland, OH
Cleveland, OH
Vancouver, WA
Indianapolis, IN
Assets under management$1.39B$1.46B$1.32B
Asset growth, last 2 years+85%+63%+25%
Advisory staff17128
Individual clients862998306
Assets per client$1.6M$1.5M$4.3M
Clients per advisor518338
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820182012 or earlier
Tools in their stack52–
People on Advicer.bio1688

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, LLCWallington Asset Management
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–

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