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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 Concepts (swap one in):+ Gallatin Wealth Management LLC $68.1M · Wilson, WY+ Clearpoint Wealth Management $68M · Colleyville, TX+ Opportunity Investment Group, LLC $61.6M+ Heritage Capital Management, Inc. $61.4M · Monroe, LA
Baton Rouge, LA
Superior, WI
Austin, TX
Assets under management$64.8M$68.1M$61.6M
Asset growth, last 2 years––−9%
Advisory staff222
Individual clients15183528
Assets per client$429K$82K$2.2M
Clients per advisor7641814
Main custodian–––
Filing with the SEC since202520262012 or earlier
Tools in their stack––2
People on Advicer.bio322

From each firm's latest Form ADV (Mar 2025, 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

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 Wealth ConceptsJmr Financial GroupBisonwood Financial Management
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it