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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+ Bruderman Private Wealth $78.5M · Locust Valley, NY+ Revere Wealth Management LLC $78.3M · New York, NY
New York, NY
Brooklyn, NY
Boston, MA
Assets under management$82.7M$87.1M$86.9M
Asset growth, last 2 years+84%+58%+118%
Advisory staff512
Individual clients1162422
Assets per client$713K$3.6M$3.9M
Clients per advisor232411
Main custodianSchwabSchwab–
Filing with the SEC since202220232012 or earlier
Tools in their stack–––
People on Advicer.bio412

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Lumiere Financial: Schwab · Yearwood Young Advisors: Schwab · Downey Capital Management, Inc.: none listed