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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):+ Prima Wealth $93.9M+ Wealth Management Advisors, LLC $93.8M+ Rubin Overseas LTD. $84.9M · Zurich+ Vioni Capital Management, LLC $84.8M · Sarasota, FL
Tyler, TX
Dallas, TX
Sugar Land, TX
Assets under management$89.4M$94.3M$84.4M
Asset growth, last 2 years–−26%+77%
Advisory staff122
Individual clients2289368
Assets per client$392K$10.5M$229K
Clients per advisor2285184
Main custodian–SchwabSchwab
Filing with the SEC since202620132012 or earlier
Tools in their stack–11
People on Advicer.bio122

From each firm's latest Form ADV (Mar 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 GroupSaddock Wealth, LLCSweetwater Financial Advisors, LLC
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Legacy Group: none listed · Saddock Wealth, LLC: Schwab · Sweetwater Financial Advisors, LLC: Schwab