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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 Martin Wealth Solutions (swap one in):+ Kirtland Financial Management, Inc. $396.1M · Coral Gables, FL+ Poinciana Advisors Group, LLC $396M · Palm Beach Gardens, FL+ Montvue Capital Management, Inc. $357.2M · Lynchburg, VA+ Houlihan Financial Resource Group, LTD. $357.2M · Ashburn, VA
Christiansburg, VA
Westlake, OH
Guilford, CT
Assets under management$377.1M$396M$396M
Asset growth, last 2 years+185%+15%+3%
Advisory staff559
Individual clients896376273
Assets per client$421K$1.1M$1.5M
Clients per advisor1797530
Main custodianTrade-PMRSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack122
People on Advicer.bio559

From each firm's latest Form ADV (Feb 2026, Jul 2026, May 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.

ToolMartin Wealth SolutionsLesjak Planning, LLCDiastole Wealth Management
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Martin Wealth Solutions: Trade-PMR, Schwab, SEI · Lesjak Planning, LLC: Schwab · Diastole Wealth Management: Schwab