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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 Broyles Advisory, LLC (swap one in):+ Emerald Blue Advisors $89.4M · Laguna Hills, CA+ Wittenberg Investments Inc. $89.3M · Troy, MI+ Heintz Wealth Management, LLC $80.8M+ Watch Guard Capital LLC $80.7M
Tyler, TX
Winter Park, FL
Assets under management$85.1M$89.4M$80.8M
Asset growth, last 2 years–––
Advisory staff112
Individual clients14228101
Assets per client$6.1M$392K$800K
Clients per advisor1422851
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––3
People on Advicer.bio112

From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 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.

ToolBroyles Advisory, LLCLegacy GroupLakeshore Advisors
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it