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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 Ibn Financial Services, Inc (swap one in):+ Thinking Big Financial $93M · Brooklyn, NY+ Tekmen Wells LLC $92.4M · New York, NY+ Proxy Wealth Advisors LLC $83.3M · Windermere, FL+ Hyjc Capital of Wny $82.6M · Lakeville, NY
Liverpool, NY
New York, NY
New York, NY
Assets under management$87.7M$93M$82.7M
Asset growth, last 2 years−46%+16%+84%
Advisory staff1555
Individual clients497126116
Assets per client$176K$738K$713K
Clients per advisor332523
Main custodianAxos ClearingPershingSchwab
Filing with the SEC since20172012 or earlier2022
Tools in their stack2––
People on Advicer.bio1954

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

ToolIbn Financial Services, IncOppenheimer + Close, LLCLumiere Financial
CRM
SalesforceUses it––
Digital Marketing
Snappy KrakenUses it––

Custodians on Form ADV: Ibn Financial Services, Inc: Axos Clearing, Schwab · Oppenheimer + Close, LLC: Pershing · Lumiere Financial: Schwab