Dakota
Dakota
Book a Demo
Talk to an Expert

Martin & Company

EST. AUM
$336,233,863

CONTACTS

CLIENT ACCOUNTS
728

Firm Details

Metro area Los Angeles
CRD Number 342180
Website martinadvisors.com
Client types

Overview

Martin Advisors LLC, operating as Martin & Company, is an independent, fiduciary registered investment advisor (RIA) launched in June 2026. Founded and led by principal owners Stephen Johns and Brian Martin, the firm designs and executes bespoke, multi-generational wealth management frameworks, capital allocation strategies, and financial planning solutions. The platform serves high-net-worth individuals, families, trusts, corporate entities, and charitable organizations through an open-architecture investment approach.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy