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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):+ World Equity Group, Inc. $1B · Schaumburg, IL+ Cohen Capital Management Inc $1B · Corte Madera, CA+ Convergence Financial $904M · Columbia, MO+ Greenup Street Wealth Management LLC $900.4M · Overland Park, KS
Overland Park, KS
New York, NY
Gladstone, NJ
Assets under management$952M$1B$1B
Asset growth, last 2 years+47%+505%+44%
Advisory staff1256
Individual clients635937441
Assets per client$1.5M$1.1M$2.3M
Clients per advisor5318774
Main custodianSchwab–Pershing
Filing with the SEC since2016–2013
Tools in their stack1––
People on Advicer.bio1335

From each firm's latest Form ADV (Jul 2026, Aug 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, LLCSeedsOliver Luxxe Assets LLC
CRM
HubSpotUses it––

Custodians on Form ADV: Legacy Financial Strategies, LLC: Schwab · Seeds: Fidelity · Oliver Luxxe Assets LLC: Pershing, Schwab