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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 Csg Financial (swap one in):+ Cascade Wealth Management Solutions Inc. $16.6M+ B.w. Belisle Planning & Strategy Company LLC $16.6M+ Fendz Asset Management, Inc. $14.9M · Coral Gables, FL+ Spring Delta Asset Management, LLC $14.9M · New York, NY
Dover, DE
Rochester, NY
Assets under management$15.8M$16.6M$16.6M
Asset growth, last 2 years–––
Advisory staff311
Individual clients625971
Assets per client$254K$281K$233K
Clients per advisor215971
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2––
People on Advicer.bio311

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

ToolCsg FinancialWealth Strategies & Solutions, LTD.Legacy Financial, LTD
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
Charles SchwabUses it––