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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 Family Legacy Planning (swap one in):+ Smb Financial Services, Inc. $177.8M · Portland, OR+ Gasber Financial Advisors, Inc $177.7M · Folsom, CA+ Kelly Wealth Management, Inc. $160.6M · Royal Oak, MI+ Dorman Financial Management, P.a. $160.6M · Maitland, FL
Bentonville, AR
Chesterfield, MO
Doylestown, PA
Assets under management$169.1M$177.7M$177.6M
Asset growth, last 2 years+51%––
Advisory staff322
Individual clients3278493
Assets per client$517K$2.1M$1.9M
Clients per advisor1094247
Main custodianFidelitySchwabInteractive Brokers
Filing with the SEC since202420242024
Tools in their stack–13
People on Advicer.bio325

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

ToolFamily Legacy PlanningConway Financial Group, LLCMuntz Financial, LLC
Custodial Platform
Interactive Brokers––Uses it
SEI––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Family Legacy Planning: Fidelity, Schwab · Conway Financial Group, LLC: Schwab · Muntz Financial, LLC: Interactive Brokers, Nationwide Investment Services Corporation, SEI