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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 Future Capital (swap one in):+ Glassman Wealth Services, LLC $2.56B · Vienna, VA+ Cookson Peirce Wealth Management $2.56B · Pittsburgh, PA+ Rather & Kittrell, Inc. $2.25B · Knoxville, TN+ Lbmc Investment Advisors, LLC $2.23B · Brentwood, TN
Chattanooga, TN
Memphis, TN
Chattanooga, TN
Assets under management$2.42B$2.66B$2.21B
Asset growth, last 2 years+151%+29%+27%
Advisory staff2163
Individual clients17,0921,460841
Assets per client$142K$1.8M$2.6M
Clients per advisor8,54691280
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio2153

From each firm's latest Form ADV (Sep 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.

ToolFuture CapitalLegacy Wealth Management, LLCPatten and Patten, Inc.
CRM
Envestnet Tamarac–Uses it–
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Future Capital: none listed · Legacy Wealth Management, LLC: Schwab, Fidelity · Patten and Patten, Inc.: Schwab