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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 Pcg, LLC (swap one in):+ Tax Efficient Asset Management Solution, Inc. $148.3M · Newport Beach, CA+ Bucher Wealth Advisors $146.9M · San Mateo, CA+ Opus Private Wealth Group, LLC $132.7M · Orange, CA+ Schmitz Capital Partners, LLC $132M · Mill Valley, CA
Newport, CA
Palo Alto, CA
Larkspur, CA
Assets under management$139.8M$147M$148M
Asset growth, last 2 years−51%+3%–
Advisory staff212
Individual clients713563
Assets per client$2M$4.2M$2.3M
Clients per advisor363532
Main custodianSchwab–Schwab
Filing with the SEC since20162012 or earlier2024
Tools in their stack1–2
People on Advicer.bio212

From each firm's latest Form ADV (Mar 2026, Apr 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 Pcg, LLCHolbrook Global StrategiesBroadwing Capital Advisors, Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Legacy Pcg, LLC: Schwab, Fidelity · Holbrook Global Strategies: none listed · Broadwing Capital Advisors, Inc.: Schwab