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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):+ Allied Investments $91.9M · Johnson City, TN+ Incomar Investments, LLC $91.9M · Sugar Land, TX+ Lumiere Financial $82.7M · New York, NY+ Hyjc Capital of Wny $82.6M · Lakeville, NY
Great Neck, NY
New York, NY
Assets under management$87.5M$92.4M$91.9M
Asset growth, last 2 years+39%+39%−43%
Advisory staff122
Individual clients13221298
Assets per client$663K$4.4M$308K
Clients per advisor13211149
Main custodianSchwabPershingSchwab
Filing with the SEC since201920132012 or earlier
Tools in their stack23–
People on Advicer.bio122

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

ToolThe Wealthplan LLCTekmen Wells LLCWoodmont Advisory Group, Inc.
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 · Woodmont Advisory Group, Inc.: Schwab, Fidelity, Dreyfus Institutional Dept, Guggenheim Investments