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 Jtm Wealth Management, Inc. (swap one in):+ Clear View Wealth Advisors $26.4M · Orchard Park, NY+ Iris Advisors $26.1M · New York, NY+ Rhizome Capital Management LLC $23.6M+ Martone Capital Management, Inc. $23.5M · Tarrytown, NY
Windham, NY
New York, NY
Aliso Viejo, CA
Assets under management$24.9M$26.2M$26.1M
Asset growth, last 2 years–−10%–
Advisory staff192
Individual clients486,99991
Assets per client$518K$4K$287K
Clients per advisor4877846
Main custodian–Morgan Stanley–
Filing with the SEC since202620172026
Tools in their stack––3
People on Advicer.bio1–2

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

ToolJtm Wealth Management, Inc.Investall, Inc.Eden Financial
Advisor Lead Gen
Fee-Only Network––Uses it
Risk Tolerance
DataPoints––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Jtm Wealth Management, Inc.: none listed · Investall, Inc.: Morgan Stanley · Eden Financial: none listed