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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 Strategies, LLC (swap one in):+ Oliver Luxxe Assets LLC $1B · Gladstone, NJ+ World Equity Group, Inc. $1B · Schaumburg, IL+ Convergence Financial $904M · Columbia, MO+ Greenup Street Wealth Management LLC $900.4M · Overland Park, KS
Overland Park, KS
New York, NY
Corte Madera, CA
Assets under management$952M$1B$1B
Asset growth, last 2 years+47%+505%+47%
Advisory staff1254
Individual clients63593757
Assets per client$1.5M$1.1M$17.5M
Clients per advisor5318714
Main custodianSchwab–Schwab
Filing with the SEC since2016–2012 or earlier
Tools in their stack1––
People on Advicer.bio1331

From each firm's latest Form ADV (Jul 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 Strategies, LLCSeedsCohen Capital Management Inc
CRM
HubSpotUses it––

Custodians on Form ADV: Legacy Financial Strategies, LLC: Schwab · Seeds: Fidelity · Cohen Capital Management Inc: Schwab, Wells Fargo