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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+ Curtis Advisory Group, LLC $573.7M · Santa Barbara, CA+ Bgm Wealth Management $517.5M · Bloomington, MN+ Fiat Wealth Management $517.4M · Wayzata, MN
Woodbury, MN
Minneapolis, MN
Troy, MI
Assets under management$546M$576.8M$573.4M
Asset growth, last 2 years+32%+45%+96%
Advisory staff4431
Individual clients4932664,406
Assets per client$1.1M$2.2M$130K
Clients per advisor12367142
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack12–
People on Advicer.bio5529

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 WealthAllodium Investment Consultants, LLCFsa Advisors, Inc.
CRM
SS&C Black DiamondUses itUses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Legacy Wealth: Schwab · Allodium Investment Consultants, LLC: Schwab · Fsa Advisors, Inc.: Schwab, Fidelity