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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+ Amazz Investment Management, Inc. $78.3M · Williamsville, NY+ Wiseman & Associates Wealth Management $70.6M · Middleburg, VA+ Madrona Wealth Management LLC $70.6M
Grand Island, NY
New York, NY
Independence, OH
Assets under management$74.3M$78.3M$70.6M
Asset growth, last 2 years+22%+2%–
Advisory staff371
Individual clients203101106
Assets per client$366K$775K$666K
Clients per advisor6814106
Main custodianSchwabStonex Financial Inc.–
Filing with the SEC since201820172026
Tools in their stack––3
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

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 LLCGateway Asset Management, LLC
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
FinFolio––Uses it
Website Builders
Squarespace––Uses it

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