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CJM Competitors or Alternatives

CJM's top competitors include TrueWealth, WMG and Shine Wealth Partners.

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CJM's company profile

Charles Massimo

President & CEO

90/100
1 - 25
$0
$100K - 5M
  • $0
    $100K - 5M
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    $0
  • $100K - 5M
  • 90/100
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1
CJM's Competitor - TrueWealth logo

Jim Heard

President & CEO

90/100
25 - 100
$350K
$100K - 5M
  • $350K
    $100K - 5M
  • 25 - 100
    $350K
  • $100K - 5M
  • 90/100
  • 25 - 100
  • $350K
  • $100K - 5M
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2
CJM's Competitor - WMG logo

Craig G. Bolanos Jr.

Co-Founder & CEO

89/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 89/100
  • 25 - 100
  • - -
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3
CJM's Competitor - Shine Wealth Partners logo

Judith A. Shine

President & CEO

90/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 90/100
  • 25 - 100
  • - -
  • $5M - 25M
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4
CJM's Competitor - Allegiant Private Advisors logo

Benjamin W. Jones

President

90/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 90/100
  • 25 - 100
  • - -
  • $5M - 25M
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5
CJM's Competitor - Creative Planning logo

Peter Mallouk

President & CEO

100/100
1,000 - 5,000
- -
$100M - 500M
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    $100M - 500M
  • 1,000 - 5,000
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  • 100/100
  • 1,000 - 5,000
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CJM's top 25 competitors are TrueWealth, WMG, Shine Wealth Partners, TC Wealth Partners, Allegiant Private Advisors, Creative Planning, TLC Insurance Group, HB, Ross Wealth Advisors, Gratus Capital Management, Radnor, Bel Air, Heyman, Letson Investment Management, Tigress Financial Partners, Canterbury Consulting, Compass Financial Partners, Mariner, Stafford Financial, Segall Bryant Hamill LLC, Genovese Burford Brothers Wealth Retirement Plan Management LLC, Bailard, MACRO, PWA and Channel Islands Group. Together they have raised over 170.1M between their estimated 4.0K employees. CJM's revenue is the ranked 25th among it's top 10 competitors. The top 10 competitors average 26.9M. CJM has 6 employees and is ranked 26th among it's top 10 competitors. The top 10 competitors average 152.

CJM VS TrueWealth

TrueWealth is perceived as one of CJM's biggest rivals. TrueWealth was founded in 1999, and is headquartered in Atlanta, Georgia. Like CJM, TrueWealth also competes in the Diversified Investment Services space. TrueWealth generates $2.3M more revenue vs. CJM.

CJM VS WMG

WMG is a top competitor of CJM. WMG is a Private company that was founded in 2003 in Inverness, Illinois. Like CJM, WMG also works within the Banking, Financial Services and Insurance sector. Compared to CJM, WMG has 32 more employees.

CJM VS Shine Wealth Partners

Shine Wealth Partners is CJM's #3 rival. Shine Wealth Partners is headquartered in Lone Tree, Colorado, and was founded in 1995. Shine Wealth Partners operates in the Diversified Financial Services industry. Shine Wealth Partners generates 486% the revenue of CJM.

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Trending News for CJM and CJM's Competitors

April 21, 2025Creative Planning Blog
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Frequently Asked Questions about CJM

  1. Who are CJM's top competitors?

    CJM's top 3 competitors are TrueWealth, WMG, Shine Wealth Partners.

  2. Who is similar to CJM?

    TrueWealth is the most similar to CJM. WMG and Shine Wealth Partners are also similar to CJM.

  1. Are CJM and TrueWealth competitors?

    Yes, TrueWealth is one of CJM’s top competitors.