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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, LLC (swap one in):+ Angeles Wealth Management, LLC $2.81B · Santa Monica, CA+ Strategic Financial Services $2.81B · Utica, NY+ Silver Oak Securities, Inc. $2.45B · Jackson, TN+ Future Capital $2.42B · Chattanooga, TN
Memphis, TN
Houston, TX
San Antonio, TX
Assets under management$2.66B$2.8B$2.79B
Asset growth, last 2 years+29%+38%+99%
Advisory staff161125
Individual clients1,4601092,103
Assets per client$1.8M$25.7M$1.3M
Clients per advisor911084
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack2–11
People on Advicer.bio151345

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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 PartnersTitleist Asset Management
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
Raymond James––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Wealthbox––Uses it
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
AI Platforms
ChatGPT––Uses it
Client Data Gathering
Asset-Map––Uses it
Investment Data/Analytics
YCharts––Uses it

Custodians on Form ADV: Legacy Wealth Management, LLC: Schwab, Fidelity · Paul Comstock Partners: Schwab, Northern Trust · Titleist Asset Management: Schwab, Raymond James