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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 Legacies Wealth LLC (swap one in):+ Cerro Pacific Wealth Advisors, LLC $531.6M · San Luis Obispo, CA+ Xxi Wealth, LLC $531.5M · Chicago, IL+ Trellis Wealth Advisors, LLC $479.8M · San Luis Obispo, CA+ Adams Ashby Financial Advisors $479.8M · Sacramento, CA
Minnetonka, MN
Coral Gables, FL
Naperville, IL
Assets under management$505.4M$531.4M$530.8M
Asset growth, last 2 years+44%+35%+119%
Advisory staff346
Individual clients8416418
Assets per client$6M$33.2M$1.3M
Clients per advisor28470
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20172023
Tools in their stack123
People on Advicer.bio446

From each firm's latest Form ADV (May 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.

ToolLegacies Wealth LLCCeeto Capital Group, LLCRai Wealth
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Client Data Gathering
PreciseFP––Uses it
CRM
SS&C Black DiamondUses it––
E-Signature
Adobe Sign––Uses it
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Legacies Wealth LLC: Fidelity · Ceeto Capital Group, LLC: Fidelity, Salem Trust Company, Wells Fargo · Rai Wealth: Schwab