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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):+ Amazz Investment Management, Inc. $78.3M · Williamsville, 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
Locust Valley, NY
Assets under management$74.3M$78.3M$78.5M
Asset growth, last 2 years+22%+2%−31%
Advisory staff374
Individual clients20310133
Assets per client$366K$775K$2.4M
Clients per advisor68148
Main custodianSchwabStonex Financial Inc.–
Filing with the SEC since201820172022
Tools in their stack––1
People on Advicer.bio463

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

ToolLytle InvestmentsRevere Wealth Management LLCBruderman Private Wealth
Website Builders
Wix––Uses it

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