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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 Financial Group (swap one in):+ Fourpath Capital Management, LLC $1.06B · Oklahoma City, OK+ Clearview Financial Partners $1.06B · Radnor, PA+ Mbr Financial $956.4M · Houston, TX+ Buoyant Capital Private Limited $955.1M · Mumbai
Des Moines, IA
Tulsa, OK
San Francisco, CA
Assets under management$1.01B$1.06B$1.06B
Asset growth, last 2 years+39%+43%+51%
Advisory staff1114213
Individual clients1,4503,263800
Assets per client$695K$324K$1.3M
Clients per advisor1322362
Main custodianSchwabPershingSchwab
Filing with the SEC since20142012 or earlier2017
Tools in their stack––6
People on Advicer.bio913914

From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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 Financial GroupBok Financial AdvisorsBrio Financial Group
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Legacy Financial Group: Schwab, Nationwide Securities, LLC · Bok Financial Advisors: Pershing · Brio Financial Group: Schwab