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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):+ Lifestyle Asset Management, Inc. $571.2M · Friendswood, TX+ Ttp Investments, Inc. $570.6M · San Jose, CA+ Elevatus Wealth Management, LLC $513.4M · Victor, NY+ Horizon Financial $510.2M · West Henrietta, NY
Great Neck, NY
Rye Brook, NY
Nesconset, NY
Assets under management$543.4M$578.1M$571.9M
Asset growth, last 2 years+68%+31%+20%
Advisory staff532
Individual clients28311196
Assets per client$1.9M$5.2M$6M
Clients per advisor573748
Main custodianPershingPershingPershing
Filing with the SEC since201920202012 or earlier
Tools in their stack33–
People on Advicer.bio542

From each firm's latest Form ADV (Aug 2026, Mar 2026, Sep 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 WealthIndependent Investors Inc
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 · Independent Investors Inc: Pershing, Fnz Trust Company