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 Ptm Wealth Management, LLC (swap one in):+ Centerline Wealth Advisors, LLC $326M · Louisville, KY+ Patron Partners, LLC $325.7M · Houston, TX+ Bright Futures Wealth Management, LLC $294.5M · Webster, NY+ Christensen, King & Associates Investment Services, Inc. $294.3M · Richland, WA
North Wales, PA
Raleigh, NC
Atlanta, GA
Assets under management$310.2M$326M$294.3M
Asset growth, last 2 years+150%+77%+53%
Advisory staff242
Individual clients164278355
Assets per client$1.9M$1.2M$829K
Clients per advisor8270178
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212012 or earlier
Tools in their stack45–
People on Advicer.bio242

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

ToolPtm Wealth Management, LLCLifeplan GroupEstate Management Counselors,LLC
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
OrionUses itUses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ptm Wealth Management, LLC: Schwab · Lifeplan Group: Schwab · Estate Management Counselors,LLC: Schwab