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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 Legacy Advisors, LLC (swap one in):+ Waldron Private Wealth $5.5B · Bridgeville, PA+ Bluespring Wealth Management, LLC $5.43B · Austin, TX+ Jfs Wealth Advisors, LLC $4.73B · Hermitage, PA+ Wharton Business Group, LLC $4.57B · Malvern, PA
Plymouth Meeting, PA
Pittsburgh, PA
Irvine, CA
Assets under management$5.17B$5.59B$4.9B
Asset growth, last 2 years+42%+25%+18%
Advisory staff252821
Individual clients3063,9203,384
Assets per client$16.9M$1.4M$1.4M
Clients per advisor12140161
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio193125

From each firm's latest Form ADV (Mar 2026, Oct 2026, Jul 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.

ToolLegacy Advisors, LLCAllegheny Financial GroupPrivate Management Group Inc
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Legacy Advisors, LLC: none listed · Allegheny Financial Group: Fidelity · Private Management Group Inc: Schwab