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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+ Sweetwater Financial Advisors, LLC $84.4M · Sugar Land, TX
Tyler, TX
Dallas, TX
Lutz, FL
Assets under management$89.4M$94.3M$93.9M
Asset growth, last 2 years–−26%+168%
Advisory staff121
Individual clients2289184
Assets per client$392K$10.5M$510K
Clients per advisor2285184
Main custodian–Schwab–
Filing with the SEC since202620132012 or earlier
Tools in their stack–11
People on Advicer.bio121

From each firm's latest Form ADV (Mar 2026, Sep 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, LLCTaylor & Williams, Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Legacy Group: none listed · Saddock Wealth, LLC: Schwab · Taylor & Williams, Inc.: none listed