Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ 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
Schaumburg, IL
Assets under management$952M$1B$1B
Asset growth, last 2 years+47%+505%+17%
Advisory staff12552
Individual clients6359373,151
Assets per client$1.5M$1.1M$318K
Clients per advisor5318761
Main custodianSchwab––
Filing with the SEC since2016–2012 or earlier
Tools in their stack1–4
People on Advicer.bio13357

From each firm's latest Form ADV (Jul 2026, Jun 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, LLCSeedsWorld Equity Group, Inc.
CRM
HubSpotUses it––
Salesforce––Uses it
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Legacy Financial Strategies, LLC: Schwab · Seeds: Fidelity · World Equity Group, Inc.: none listed