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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 Focusyou (swap one in):+ The Getzen Group, Inc. $65.1M · Scottsdale, AZ+ Holland Capital Management LLC $65.1M · Charlotte, NC+ Legacy & Wealth Financial Advisors $58.8M · Irvine, CA+ Ardent Capital $58.8M · Mountain View, CA
Redwood City, CA
San Rafael, CA
Bonita Springs, FL
Assets under management$61.9M$65.2M$65.1M
Asset growth, last 2 years––+94%
Advisory staff111
Individual clients7114330
Assets per client$873K$456K$2.2M
Clients per advisor7114330
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack4–1
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2026, Mar 2026, Sep 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

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.

ToolFocusyouPinnacle Retirement & Financial PlanningLegacy Family Office, LLC
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
AdvisorStream––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––