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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):+ Hyjc Capital of Wny $82.6M · Lakeville, NY+ Wealth Management Advisers, LLC $82.2M+ Rpm Capital Management, LLC $74.3M+ Saber and Shield Wealth Management, L.l.c $74.3M · Garden Ridge, TX
New York, NY
New York, NY
Grand Island, NY
Assets under management$78.3M$82.7M$74.3M
Asset growth, last 2 years+2%+84%+22%
Advisory staff753
Individual clients101116203
Assets per client$775K$713K$366K
Clients per advisor142368
Main custodianStonex Financial Inc.SchwabSchwab
Filing with the SEC since201720222018
Tools in their stack–––
People on Advicer.bio644

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 · Lytle Investments: Schwab