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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 Lumiere Financial (swap one in):+ The Wealthplan LLC $87.5M · Great Neck, NY+ Lk Financial Planning LLC $86.9M · New York, NY+ Revere Wealth Management LLC $78.3M · New York, NY+ Amazz Investment Management, Inc. $78.3M · Williamsville, NY
New York, NY
Brooklyn, NY
Locust Valley, NY
Assets under management$82.7M$87.1M$78.5M
Asset growth, last 2 years+84%+58%−31%
Advisory staff514
Individual clients1162433
Assets per client$713K$3.6M$2.4M
Clients per advisor23248
Main custodianSchwabSchwab–
Filing with the SEC since202220232022
Tools in their stack––1
People on Advicer.bio413

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

ToolLumiere FinancialYearwood Young AdvisorsBruderman Private Wealth
Website Builders
Wix––Uses it

Custodians on Form ADV: Lumiere Financial: Schwab · Yearwood Young Advisors: Schwab · Bruderman Private Wealth: none listed