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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):+ Colliers Securities LLC $329.6M · Minneapolis, MN+ Paragon Financial Partners $329.6M · Woodland Hills, CA+ Marshall Investment Management, LLC $298M · Greenwood Village, CO+ Wrenne Financial Planning LLC $297.9M
Manassas, VA
Glen Allen, VA
Scottsdale, AZ
Assets under management$313.9M$330.2M$298M
Asset growth, last 2 years+121%+42%+42%
Advisory staff555
Individual clients731599278
Assets per client$429K$551K$1.1M
Clients per advisor14612056
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120192019
Tools in their stack2–1
People on Advicer.bio525

From each firm's latest Form ADV (Sep 2026, Mar 2026, May 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, LLCInterwealth Management, LLC
Client File Sharing
ShareFileUses it––
Custodial Platform
Wealthscape (Fidelity)––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Legacy Wealth Management Inc.: Schwab, SEI · Claris Financial, LLC: Schwab · Interwealth Management, LLC: Fidelity, AssetMark, Lincoln Financial Group, The Capital Group, Adp