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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 The Wealthplan LLC (swap one in):+ Incomar Investments, LLC $91.9M · Sugar Land, TX+ Woodmont Advisory Group, Inc. $91.9M+ Lumiere Financial $82.7M · New York, NY+ Hyjc Capital of Wny $82.6M · Lakeville, NY
Great Neck, NY
New York, NY
Johnson City, TN
Assets under management$87.5M$92.4M$91.9M
Asset growth, last 2 years+39%+39%–
Advisory staff121
Individual clients13221110
Assets per client$663K$4.4M$836K
Clients per advisor13211110
Main custodianSchwabPershing–
Filing with the SEC since201920132026
Tools in their stack23–
People on Advicer.bio121

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

ToolThe Wealthplan LLCTekmen Wells LLCAllied Investments
CRM
HubSpotUses it––
SS&C Black Diamond–Uses it–
Advisor Lead Gen
WiserAdvisorUses it––
Financial Planning
Envestnet MoneyGuide–Uses it–
Website Builders
Squarespace–Uses it–

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