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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 Revere Wealth Management LLC (swap one in):+ Cardinal Wealth Advisors, L.l.c. $82.2M · Edina, MN+ Wealth Management Advisers, LLC $82.2M+ Rpm Capital Management, LLC $74.3M+ Lytle Investments $74.3M · Grand Island, NY
New York, NY
New York, NY
Lakeville, NY
Assets under management$78.3M$82.7M$82.6M
Asset growth, last 2 years+2%+84%+98%
Advisory staff752
Individual clients101116272
Assets per client$775K$713K$304K
Clients per advisor1423136
Main custodianStonex Financial Inc.SchwabSchwab
Filing with the SEC since201720222023
Tools in their stack–––
People on Advicer.bio642

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Revere Wealth Management LLC: Stonex Financial Inc., Schwab · Lumiere Financial: Schwab · Hyjc Capital of Wny: Schwab