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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 Bgm Wealth Management (swap one in):+ Legacy Wealth $546M · Woodbury, MN+ Palumbo Wealth Management LLC $543.4M · Great Neck, NY+ Paces Ferry Wealth Advisors, LLC $491.2M · Atlanta, GA+ Maryland Capital Advisors, Inc. $490.8M · Chester, MD
Bloomington, MN
Edina, MN
Monroeville, PA
Assets under management$517.5M$548.7M$543.4M
Asset growth, last 2 years+14%+76%+31%
Advisory staff583
Individual clients213246456
Assets per client$2.4M$2.2M$1.2M
Clients per advisor4331152
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20172021
Tools in their stack24–
People on Advicer.bio685

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

ToolBgm Wealth ManagementStiles Financial Services, Inc.Marion Wealth Management
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
EgnyteUses it––
Digital Marketing
AdvisorStream–Uses it–

Custodians on Form ADV: Bgm Wealth Management: Schwab · Stiles Financial Services, Inc.: Fidelity · Marion Wealth Management: Schwab