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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 Lytle Investments (swap one in):+ Bruderman Private Wealth $78.5M · Locust Valley, NY+ Invest for A Lifetime, LLC $78M · Red Bank, NJ+ Wiseman & Associates Wealth Management $70.6M · Middleburg, VA+ Gateway Asset Management, LLC $70.6M · Independence, OH
Grand Island, NY
New York, NY
Williamsville, NY
Assets under management$74.3M$78.3M$78.3M
Asset growth, last 2 years+22%+2%−10%
Advisory staff371
Individual clients20310188
Assets per client$366K$775K$890K
Clients per advisor681488
Main custodianSchwabStonex Financial Inc.–
Filing with the SEC since201820172015
Tools in their stack–––
People on Advicer.bio461

From each firm's latest Form ADV (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

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

Custodians on Form ADV: Lytle Investments: Schwab · Revere Wealth Management LLC: Stonex Financial Inc., Schwab · Amazz Investment Management, Inc.: none listed