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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 Lexion Capital Management LP (swap one in):+ Thinking Big Financial $93M · Brooklyn, NY+ Premier Southwest Planning Group, LLC $92.3M+ Patterson Investments, Inc. $83.5M · Davie, FL+ Hds Capital Management, Inc $83.5M
New York, NY
New York, NY
New York, NY
Assets under management$87.9M$93M$92.4M
Asset growth, last 2 years+12%+16%+39%
Advisory staff152
Individual clients7812621
Assets per client$1.1M$738K$4.4M
Clients per advisor782511
Main custodian–PershingPershing
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack1–3
People on Advicer.bio–52

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

ToolLexion Capital Management LPOppenheimer + Close, LLCTekmen Wells LLC
CRM
SS&C Black Diamond––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
AdvyzonUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Lexion Capital Management LP: none listed · Oppenheimer + Close, LLC: Pershing · Tekmen Wells LLC: Pershing