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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 Group (swap one in):+ Taylor & Williams, Inc. $93.9M · Lutz, FL+ Wealth Management Advisors, LLC $93.8M+ Rubin Overseas LTD. $84.9M · Zurich+ Sweetwater Financial Advisors, LLC $84.4M · Sugar Land, TX
Tyler, TX
Dallas, TX
Assets under management$89.4M$94.3M$93.9M
Asset growth, last 2 years–−26%–
Advisory staff121
Individual clients228988
Assets per client$392K$10.5M$1.1M
Clients per advisor228588
Main custodian–Schwab–
Filing with the SEC since202620132026
Tools in their stack–1–
People on Advicer.bio121

From each firm's latest Form ADV (Mar 2026, Jan 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 GroupSaddock Wealth, LLCPrima Wealth
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Legacy Group: none listed · Saddock Wealth, LLC: Schwab · Prima Wealth: none listed