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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):+ Calamos Wealth Management LLC $5.48B · Naperville, IL+ 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
Bridgeville, PA
Assets under management$5.17B$5.59B$5.5B
Asset growth, last 2 years+42%+25%+35%
Advisory staff252847
Individual clients3063,920517
Assets per client$16.9M$1.4M$10.6M
Clients per advisor1214011
Main custodian–FidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack1–2
People on Advicer.bio193142

From each firm's latest Form ADV (Mar 2026, Oct 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 GroupWaldron Private Wealth
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Financial Planning
eMoney––Uses it

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