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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 Tekmen Wells LLC (swap one in):+ Wealth Legacy Group, Inc. $97.2M · San Diego, CA+ Berkshire Advisors, Inc. $97.1M · Wyomissing, PA+ The Wealthplan LLC $87.5M · Great Neck, NY+ Yearwood Young Advisors $87.1M · Brooklyn, NY
New York, NY
Fort Washington, PA
Liverpool, NY
Assets under management$92.4M$97.1M$87.7M
Asset growth, last 2 years+39%–−46%
Advisory staff2115
Individual clients21137497
Assets per client$4.4M$709K$176K
Clients per advisor1113733
Main custodianPershing–Axos Clearing
Filing with the SEC since201320262017
Tools in their stack342
People on Advicer.bio2119

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

ToolTekmen Wells LLCBarristerIbn Financial Services, Inc
CRM
Salesforce––Uses it
SS&C Black DiamondUses it––
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuideUses it––
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Tekmen Wells LLC: Pershing · Barrister: none listed · Ibn Financial Services, Inc: Axos Clearing, Schwab