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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 Planning (swap one in):+ Kraft Financial, LLC $36M · Bloomington, IL+ Rockwall Wealth Advisors $36M · Rockwall, TX+ Elderrock Financial LLC $32.6M · Everett, WA+ Chesapeake Capital Management, LLC $32.6M · Belcamp, MD
Bethalto, IL
Lake Barrington, IL
Santa Barbara, CA
Assets under management$34.3M$36.1M$32.6M
Asset growth, last 2 years––+62%
Advisory staff111
Individual clients6483110
Assets per client$536K$435K$296K
Clients per advisor6483110
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack3–1
People on Advicer.bio111

From each firm's latest Form ADV (Sep 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 PlanningMt Financial PlanningIroncrest Capital Management LLC
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Legacy Wealth Planning: none listed · Mt Financial Planning: none listed · Ironcrest Capital Management LLC: Schwab