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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):+ Tekmen Wells LLC $92.4M · New York, 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
Brooklyn, NY
Assets under management$87.9M$93M$93M
Asset growth, last 2 years+12%+16%+55%
Advisory staff152
Individual clients7812693
Assets per client$1.1M$738K$1M
Clients per advisor782547
Main custodian–PershingPershing
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack1–4
People on Advicer.bio–52

From each firm's latest Form ADV (Mar 2026, Feb 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, LLCThinking Big Financial
Advisory Fee Billing
AdvicePay––Uses it
Custodial Platform
Altruist––Uses it
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Lexion Capital Management LP: none listed · Oppenheimer + Close, LLC: Pershing · Thinking Big Financial: Pershing