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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+ Ibn Financial Services, Inc $87.7M · Liverpool, NY+ Yearwood Young Advisors $87.1M · Brooklyn, NY
New York, NY
Fort Washington, PA
Great Neck, NY
Assets under management$92.4M$97.1M$87.5M
Asset growth, last 2 years+39%–+39%
Advisory staff211
Individual clients21137132
Assets per client$4.4M$709K$663K
Clients per advisor11137132
Main custodianPershing–Schwab
Filing with the SEC since201320262019
Tools in their stack342
People on Advicer.bio211

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 LLCBarristerThe Wealthplan LLC
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuideUses it––
Advisor Lead Gen
WiserAdvisor––Uses it
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Tekmen Wells LLC: Pershing · Barrister: none listed · The Wealthplan LLC: Schwab