Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ The Wealthplan LLC $87.5M · Great Neck, NY
New York, NY
Fort Washington, PA
Brooklyn, NY
Assets under management$92.4M$97.1M$87.1M
Asset growth, last 2 years+39%–+58%
Advisory staff211
Individual clients2113724
Assets per client$4.4M$709K$3.6M
Clients per advisor1113724
Main custodianPershing–Schwab
Filing with the SEC since201320262023
Tools in their stack34–
People on Advicer.bio211

From each firm's latest Form ADV (Jan 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

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 LLCBarristerYearwood Young Advisors
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuideUses it––
Client File Sharing
Box–Uses it–
CRM
SS&C Black DiamondUses 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 · Yearwood Young Advisors: Schwab