Insights

Independent RIA Focus Lerner, Csernai & Fath Financial Group operates as an independent advisory firm with registered broker-dealer and RIA relationships, indicating a need for scalable, compliant technology and practice-management services tailored to independent advisers.

Mid-market Growth With significant revenue and a small to mid-size team, there is appetite for scalable CRM, client portal, and back-office tools that support growth while preserving personalized client service.

Cloud and Analytics Existing use of AWS, Snowplow, and Microsoft 365 shows openness to cloud-based productivity, data analytics, website optimization, and security enhancements; opportunities to upsell analytics-driven client insights and marketing automation.

Compliance Platform Upsell Securities relationships through Cambridge enable opportunities for integrated compliance, cybersecurity, and platform integration solutions that streamline broker-dealer and RIA operations.

Competitive Differentiation Position growth by combining high-touch advisory service with digital tools, offering cost-effective scalability and client experience improvements that can help compete against larger incumbents.

Similar companies to Lerner Financial

Lerner Financial Tech Stack

Lerner Financial uses 8 technology products and services including Snowplow, Amazon Web Services, Open Graph, and more. Explore Lerner Financial's tech stack below.

Snowplow
Analytics
Amazon Web Services
Cloud Hosting
Open Graph
Content Management System
Microsoft 365
Email
yepnope.js
Javascript Frameworks
Modernizr
Javascript Libraries
Zepto
Javascript Libraries
ZURB Foundation
UI Frameworks

Media & News

Lerner Financial's Email Address Formats

Lerner Financial uses at least 1 format(s):

Lerner Financial Email Formats	Example	Percentage
First@lernerfinancial.com	John@lernerfinancial.com	58%
F_Last@lernerfinancial.com	J_Doe@lernerfinancial.com	24%
FirstLast@lernerfinancial.com	JohnDoe@lernerfinancial.com	15%
First.Last@lernerfinancial.com	John.Doe@lernerfinancial.com	3%

Frequently Asked Questions

Where is Lerner Financial's headquarters located?

Lerner Financial's main headquarters is located at 15505 Waldron Way Big Rapids, Michigan 49307 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Lerner Financial's phone number?

You can contact Lerner Financial's main corporate office by phone at

+1-231-796-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lerner Financial's official website and social media links?

Lerner Financial's official website is lernerfinancial.com and has social profiles on LinkedIn.

What is Lerner Financial's NAICS code?

Lerner Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Lerner Financial have currently?

As of June 2026, Lerner Financial has approximately 17 employees across 2 continents, including North AmericaAsia. Key team members include President: B. F.Founder Of Lerner Csernai And Fath Financial Group: D. L.Director Of Risk Management: L. D. A. L.. Explore Lerner Financial's employee directory with LeadIQ.

What industry does Lerner Financial belong to?

Lerner Financial operates in the Financial Services industry.

What technology does Lerner Financial use?

Lerner Financial's tech stack includes SnowplowAmazon Web ServicesOpen GraphMicrosoft 365yepnope.jsModernizrZeptoZURB Foundation.

What is Lerner Financial's email format?

Lerner Financial's email format typically follows the pattern of First@lernerfinancial.com. Find more Lerner Financial email formats with LeadIQ.

When was Lerner Financial founded?

Lerner Financial was founded in 1969.

Lerner Financial

Q: What is Lerner Financial's official website and social media links?

Lerner Financial's official website is lernerfinancial.com. Lerner Financial has social profiles on LinkedIn.

Q: How many employees does Lerner Financial have currently?

Lerner Financial has approximately 17 employees.

Q: What technology does Lerner Financial use?

Lerner Financial's tech stack includes Bootstrap, Matomo, Express, reCAPTCHA, Google Analytics.

Q: What is Lerner Financial's NAICS code?

Lerner Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States11-50 Employees

Lerner, Csernai & Fath Financial Group is an experienced, independent financial firm - priding itself in professionalism, integrity and an unbiased approach to solving our clients' financial objectives.  We are loyal to and supportive of our clients, staff and the communities we serve.

Securities offered through Registered Representives of Cambridge Investment Research Advisors, Inc., a Broker/Dealer, Member FINRA/SIPC.  Advisory services offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.  Lerner, Csernai & Fath Financial Group and Cambridge are not affiliated.