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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+ Diastole Wealth Management $396M · Guilford, CT+ Montvue Capital Management, Inc. $357.2M · Lynchburg, VA+ Houlihan Financial Resource Group, LTD. $357.2M · Ashburn, VA
Christiansburg, VA
Westlake, OH
Palm Beach Gardens, FL
Assets under management$377.1M$396M$396M
Asset growth, last 2 years+185%+15%+115%
Advisory staff551
Individual clients896376112
Assets per client$421K$1.1M$3.5M
Clients per advisor17975112
Main custodianTrade-PMRSchwabFidelity
Filing with the SEC since20222012 or earlier2020
Tools in their stack122
People on Advicer.bio553

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, LLCPoinciana Advisors Group, LLC
Client File Sharing
ShareFile–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Martin Wealth Solutions: Trade-PMR, Schwab, SEI · Lesjak Planning, LLC: Schwab · Poinciana Advisors Group, LLC: Fidelity