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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+ Broadwing Capital Advisors, Inc. $148M · Larkspur, CA+ Opus Private Wealth Group, LLC $132.7M · Orange, CA+ Schmitz Capital Partners, LLC $132M · Mill Valley, CA
Newport, CA
Palo Alto, CA
San Mateo, CA
Assets under management$139.8M$147M$146.9M
Asset growth, last 2 years−51%+3%+44%
Advisory staff211
Individual clients713560
Assets per client$2M$4.2M$2.4M
Clients per advisor363560
Main custodianSchwab–Fidelity
Filing with the SEC since20162012 or earlier2022
Tools in their stack1––
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Apr 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 Pcg, LLCHolbrook Global StrategiesBucher Wealth Advisors
Website Builders
WixUses it––

Custodians on Form ADV: Legacy Pcg, LLC: Schwab, Fidelity · Holbrook Global Strategies: none listed · Bucher Wealth Advisors: Fidelity