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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+ Buoyant Capital Private Limited $955.1M · Mumbai+ Tarbox Family Office, Inc. $953.7M · Newport Beach, CA
Des Moines, IA
Tulsa, OK
Houston, TX
Assets under management$1.01B$1.06B$956.4M
Asset growth, last 2 years+39%+43%+22%
Advisory staff111426
Individual clients1,4503,263480
Assets per client$695K$324K$2M
Clients per advisor1322380
Main custodianSchwabPershingFidelity
Filing with the SEC since20142012 or earlier2013
Tools in their stack––2
People on Advicer.bio91396

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.

ToolLegacy Financial GroupBok Financial AdvisorsMbr Financial
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

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