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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 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+ Enduring Wealth Advisors $122.8M · Temecula, CA
Frazer, PA
Mount Union, PA
Radnor, PA
Assets under management$129.4M$136.7M$122.4M
Asset growth, last 2 years+31%–−17%
Advisory staff272
Individual clients11837050
Assets per client$1.1M$369K$2.4M
Clients per advisor595325
Main custodianPershingSchwabFidelity
Filing with the SEC since202020242013
Tools in their stack–––
People on Advicer.bio27–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Cgi Wealth Advisors, Inc.: Pershing · Wealthkare.com, Inc.: Schwab, Fidelity · V3limited LLC: Fidelity, Merrill