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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+ Lytle Investments $74.3M · Grand Island, NY+ Saber and Shield Wealth Management, L.l.c $74.3M · Garden Ridge, TX
New York, NY
New York, NY
Assets under management$78.3M$82.7M$74.3M
Asset growth, last 2 years+2%+84%−14%
Advisory staff751
Individual clients101116140
Assets per client$775K$713K$531K
Clients per advisor1423140
Main custodianStonex Financial Inc.SchwabSchwab
Filing with the SEC since201720222016
Tools in their stack––1
People on Advicer.bio643

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

ToolRevere Wealth Management LLCLumiere FinancialRpm Capital Management, LLC
CRM
SS&C Black Diamond––Uses it

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