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 One Wealth Map, LLC (swap one in):+ Mack Investment Securities, Inc. $302.6M · Northfield, IL+ Fai Advisors, Inc. $302M · Farmington Hills, MI+ Bluestone Wealth Management LLC $272.9M · Keene, NH+ Knox Wealth Partners Advisory $272.9M · Knoxville, TN
Las Vegas, NV
Bettendorf, IA
Assets under management$287.4M$302.5M$273M
Asset growth, last 2 years+25%+51%+31%
Advisory staff523
Individual clients22388660
Assets per client$1.3M$3.4M$414K
Clients per advisor4544220
Main custodian–SchwabSchwab
Filing with the SEC since201420222021
Tools in their stack1–3
People on Advicer.bio523

From each firm's latest Form ADV (Aug 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.

ToolOne Wealth Map, LLCUnconventional Investor, LLCTfp Management, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: One Wealth Map, LLC: none listed · Unconventional Investor, LLC: Schwab, Vanguard · Tfp Management, LLC: Schwab, Fidelity