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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+ Lifestyle Asset Management, Inc. $571.2M · Friendswood, TX+ Elevatus Wealth Management, LLC $513.4M · Victor, NY+ Horizon Financial $510.2M · West Henrietta, NY
Great Neck, NY
Rye Brook, NY
San Jose, CA
Assets under management$543.4M$578.1M$570.6M
Asset growth, last 2 years+68%+31%+89%
Advisory staff533
Individual clients283111381
Assets per client$1.9M$5.2M$1.5M
Clients per advisor5737127
Main custodianPershingPershingFidelity
Filing with the SEC since201920202016
Tools in their stack334
People on Advicer.bio543

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 WealthTtp Investments, Inc.
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Advisor Lead Gen
Indyfin–Uses it–
Client File Sharing
Box––Uses it
CRM
Envestnet TamaracUses it––
Custodial Platform
NetX360 (Pershing)Uses itUses it–
Digital Marketing
WealthReach–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Palumbo Wealth Management LLC: Pershing · Oxler Private Wealth: Pershing · Ttp Investments, Inc.: Fidelity