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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 Wealth (swap one in):+ Berkeley, Inc $573.9M · Boise, ID+ Fsa Advisors, Inc. $573.4M · Troy, MI+ Bgm Wealth Management $517.5M · Bloomington, MN+ Fiat Wealth Management $517.4M · Wayzata, MN
Woodbury, MN
Minneapolis, MN
Santa Barbara, CA
Assets under management$546M$576.8M$573.7M
Asset growth, last 2 years+32%+45%+37%
Advisory staff443
Individual clients493266137
Assets per client$1.1M$2.2M$4.2M
Clients per advisor1236746
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2015
Tools in their stack123
People on Advicer.bio553

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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 WealthAllodium Investment Consultants, LLCCurtis Advisory Group, LLC
Client Data Gathering
Asset-Map––Uses it
CRM
SS&C Black DiamondUses itUses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Legacy Wealth: Schwab · Allodium Investment Consultants, LLC: Schwab · Curtis Advisory Group, LLC: Schwab