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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 Independent Advisors LLC (swap one in):+ Chase Investment Counsel Corporation $509.8M · Charlottesville, VA+ Madison Advisory Services, Inc. $509.7M · White Plains, NY+ Owen Larue Financial Group $458.9M · Elizabethtown, KY+ Paragon Private Wealth Management LLC $457.9M · Lexington, KY
Louisville, KY
Cornelius, NC
Baltimore, MD
Assets under management$484M$509.7M$508.2M
Asset growth, last 2 years+13%+31%+27%
Advisory staff593
Individual clients74170996
Assets per client$653K$719K$5.3M
Clients per advisor1487932
Main custodianRaymond JamesFidelitySchwab
Filing with the SEC since202220182012 or earlier
Tools in their stack1––
People on Advicer.bio683

From each firm's latest Form ADV (Mar 2026, Aug 2026, Feb 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 Independent Advisors LLCAspire Private Capital&Wealth Partners
Custodial Platform
Raymond JamesUses it––

Custodians on Form ADV: Legacy Financial Independent Advisors LLC: Raymond James · Aspire Private Capital: Fidelity · &Wealth Partners: Schwab