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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 Management Inc. (swap one in):+ Dai Advisors $329.6M · Menlo Park, CA+ Paragon Financial Partners $329.6M · Woodland Hills, CA+ Interwealth Management, LLC $298M · Scottsdale, AZ+ Marshall Investment Management, LLC $298M · Greenwood Village, CO
Manassas, VA
Glen Allen, VA
Minneapolis, MN
Assets under management$313.9M$330.2M$329.6M
Asset growth, last 2 years+121%+42%+26%
Advisory staff5518
Individual clients731599811
Assets per client$429K$551K$406K
Clients per advisor14612045
Main custodianSchwabSchwab–
Filing with the SEC since202120192012 or earlier
Tools in their stack2––
People on Advicer.bio5226

From each firm's latest Form ADV (Sep 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

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 Wealth Management Inc.Claris Financial, LLCColliers Securities LLC
Client File Sharing
ShareFileUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Legacy Wealth Management Inc.: Schwab, SEI · Claris Financial, LLC: Schwab · Colliers Securities LLC: none listed