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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):+ Lk Financial Planning LLC $86.9M · New York, NY+ Downey Capital Management, Inc. $86.9M · Boston, MA+ Bruderman Private Wealth $78.5M · Locust Valley, NY+ Revere Wealth Management LLC $78.3M · New York, NY
New York, NY
Brooklyn, NY
Great Neck, NY
Assets under management$82.7M$87.1M$87.5M
Asset growth, last 2 years+84%+58%+39%
Advisory staff511
Individual clients11624132
Assets per client$713K$3.6M$663K
Clients per advisor2324132
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220232019
Tools in their stack––2
People on Advicer.bio411

From each firm's latest Form ADV (Apr 2026, Mar 2026, Aug 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 AdvisorsThe Wealthplan LLC
Advisor Lead Gen
WiserAdvisor––Uses it
CRM
HubSpot––Uses it

Custodians on Form ADV: Lumiere Financial: Schwab · Yearwood Young Advisors: Schwab · The Wealthplan LLC: Schwab