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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 Palumbo Wealth Management LLC (swap one in):+ Independent Investors Inc $571.9M · Nesconset, NY+ Ttp Investments, Inc. $570.6M · San Jose, CA+ Elevatus Wealth Management, LLC $513.4M · Victor, NY+ Madison Advisory Services, Inc. $509.7M · White Plains, NY
Great Neck, NY
Rye Brook, NY
West Henrietta, NY
Assets under management$543.4M$578.1M$510.2M
Asset growth, last 2 years+68%+31%+21%
Advisory staff539
Individual clients283111734
Assets per client$1.9M$5.2M$695K
Clients per advisor573782
Main custodianPershingPershingSchwab
Filing with the SEC since201920202019
Tools in their stack33–
People on Advicer.bio549

From each firm's latest Form ADV (Aug 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

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.

ToolPalumbo Wealth Management LLCOxler Private WealthHorizon Financial
Advisor Lead Gen
Indyfin–Uses it–
CRM
Envestnet TamaracUses it––
Custodial Platform
NetX360 (Pershing)Uses itUses it–
Digital Marketing
WealthReach–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Palumbo Wealth Management LLC: Pershing · Oxler Private Wealth: Pershing · Horizon Financial: Schwab