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 Martin Wealth Solutions (swap one in):+ Diastole Wealth Management $396M · Guilford, CT+ 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
Coral Gables, FL
Assets under management$377.1M$396M$396.1M
Asset growth, last 2 years+185%+15%+34%
Advisory staff551
Individual clients896376201
Assets per client$421K$1.1M$2M
Clients per advisor17975201
Main custodianTrade-PMRSchwabRaymond James
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack123
People on Advicer.bio551

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

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, LLCKirtland Financial Management, Inc.
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Raymond James––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Investment Data/Analytics
Morningstar––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Martin Wealth Solutions: Trade-PMR, Schwab, SEI · Lesjak Planning, LLC: Schwab · Kirtland Financial Management, Inc.: Raymond James