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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):+ Clearview Financial Partners $1.06B · Radnor, PA+ Brio Financial Group $1.06B · San Francisco, CA+ Mbr Financial $956.4M · Houston, TX+ Tarbox Family Office, Inc. $953.7M · Newport Beach, CA
Des Moines, IA
Tulsa, OK
Mumbai
Assets under management$1.01B$1.06B$955.1M
Asset growth, last 2 years+39%+43%+133%
Advisory staff1114211
Individual clients1,4503,2636,539
Assets per client$695K$324K$146K
Clients per advisor13223594
Main custodianSchwabPershingHdfc Bank LTD
Filing with the SEC since20142012 or earlier2023
Tools in their stack–––
People on Advicer.bio9139–

From each firm's latest Form ADV (May 2026, Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Legacy Financial Group: Schwab, Nationwide Securities, LLC · Bok Financial Advisors: Pershing · Buoyant Capital Private Limited: Hdfc Bank LTD, Kotak Mahindra Bank Limited, Axis Bank Limited