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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 Financial Advisors (swap one in):+ Blackhawk Wealth Advisors $62.1M · Danville, CA+ Freewood Private Wealth Management, LLC $61.8M+ Alspaugh Wealth Management $55.9M · Cape Girardeau, MO+ Envision Asset Management, Inc. $55.8M
Irvine, CA
Redwood City, CA
Santa Monica, CA
Assets under management$58.8M$61.9M$61.9M
Asset growth, last 2 years––+52%
Advisory staff112
Individual clients1127145
Assets per client$525K$873K$1.4M
Clients per advisor1127123
Main custodian––Schwab
Filing with the SEC since202620262017
Tools in their stack–42
People on Advicer.bio112

From each firm's latest Form ADV (Feb 2026, Apr 2026, Mar 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

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 Financial AdvisorsFocusyouEddy Financial, LLC
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Legacy & Wealth Financial Advisors: none listed · Focusyou: none listed · Eddy Financial, LLC: Schwab