Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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, LLC (swap one in):+ Angeles Wealth Management, LLC $2.81B · Santa Monica, CA+ Titleist Asset Management $2.79B · San Antonio, TX+ Silver Oak Securities, Inc. $2.45B · Jackson, TN+ Future Capital $2.42B · Chattanooga, TN
Memphis, TN
Houston, TX
Utica, NY
Assets under management$2.66B$2.8B$2.81B
Asset growth, last 2 years+29%+38%+69%
Advisory staff161126
Individual clients1,4601091,216
Assets per client$1.8M$25.7M$2.3M
Clients per advisor911047
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–2
People on Advicer.bio151328

From each firm's latest Form ADV (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, LLCPaul Comstock PartnersStrategic Financial Services
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
WealthReach––Uses it

Custodians on Form ADV: Legacy Wealth Management, LLC: Schwab, Fidelity · Paul Comstock Partners: Schwab, Northern Trust · Strategic Financial Services: Schwab