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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):+ Solari Financial Planning, LLC $21.1M+ Stalt Financial, LLC $21.1M · Troy, MI+ Brian Thompson Financial $19.1M+ Lone Peak Asset Management, Inc. $19M · Westlake Village, CA
Torrance, CA
Peoria, IL
Assets under management$20.1M$21.1M$21.1M
Asset growth, last 2 years−73%––
Advisory staff721
Individual clients298026
Assets per client$692K$264K$811K
Clients per advisor44026
Main custodianSEI––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–1–
People on Advicer.bio321

From each firm's latest Form ADV (Feb 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

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 GroupStorehouse Wealth Management, LLCZestiny Wealth
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Legacy Financial Group: SEI, Pershing · Storehouse Wealth Management, LLC: none listed · Zestiny Wealth: none listed