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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 Jtm Wealth Management, Inc. (swap one in):+ Iris Advisors $26.1M · New York, NY+ Eden Financial $26.1M · Aliso Viejo, CA+ Rhizome Capital Management LLC $23.6M+ Martone Capital Management, Inc. $23.5M · Tarrytown, NY
Windham, NY
New York, NY
Pasadena, CA
Assets under management$24.9M$26.2M$23.6M
Asset growth, last 2 years–−10%–
Advisory staff191
Individual clients486,99930
Assets per client$518K$4K$787K
Clients per advisor4877830
Main custodian–Morgan Stanley–
Filing with the SEC since202620172026
Tools in their stack–––
People on Advicer.bio1–1

From each firm's latest Form ADV (Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Jtm Wealth Management, Inc.: none listed · Investall, Inc.: Morgan Stanley · Wealtharch Investment Services, LLC: none listed