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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 Goldman Lancaster, Inc. (swap one in):+ Legacy Consulting Group $378.6M · Plano, TX+ Agnello Financial Group, Inc. $378.6M · West Palm Beach, FL+ Second 50 Financial $341.6M · Manhattan Beach, CA+ Tiemann Investment Advisors, LLC $341.1M · Menlo Park, CA
Long Beach, CA
Carslbad, CA
Boca Raton, FL
Assets under management$360.5M$381.8M$378.6M
Asset growth, last 2 years+21%+37%+46%
Advisory staff362
Individual clients380545153
Assets per client$949K$701K$2.5M
Clients per advisor1279177
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio332

From each firm's latest Form ADV (Apr 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.

ToolGoldman Lancaster, Inc.Wwm FinancialBoca Wealth Advisors
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Goldman Lancaster, Inc.: LPL Financial · Wwm Financial: Schwab · Boca Wealth Advisors: Schwab