Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Cgi Wealth Advisors, Inc. (swap one in):+ Landmark Wealth Advisors, LLC $135.9M · Farmington, UT+ 1n Capital, LLC $135.9M+ Legacy Financial Services Group, Inc. $122.8M · Traverse City, MI+ V3limited LLC $122.4M · Radnor, PA
Frazer, PA
Mount Union, PA
Carmel, IN
Assets under management$129.4M$136.7M$135.9M
Asset growth, last 2 years+31%–+144%
Advisory staff272
Individual clients11837043
Assets per client$1.1M$369K$3.2M
Clients per advisor595322
Main custodianPershingSchwab–
Filing with the SEC since202020242012 or earlier
Tools in their stack––2
People on Advicer.bio272

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

ToolCgi Wealth Advisors, Inc.Wealthkare.com, Inc.Mcmahan Capital Management
Client File Sharing
ShareFile––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Cgi Wealth Advisors, Inc.: Pershing · Wealthkare.com, Inc.: Schwab, Fidelity · Mcmahan Capital Management: none listed