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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 Legado Wealth Management LLC (swap one in):+ 3 Peaks Financial $53.6M · Ammon, ID+ World Class Unlimited, Inc. $53.6M · Overland Park, KS+ Epona Financial Solutions $48.5M+ American Wealth Administration Group LLC $48.3M · Glen Cove, NY
New York, NY
Bedford Hills, NY
Assets under management$51M$53.9M$48.5M
Asset growth, last 2 years+7%+37%–
Advisory staff111
Individual clients751330
Assets per client$680K$4.1M$1.6M
Clients per advisor751330
Main custodian–Schwab–
Filing with the SEC since202120192026
Tools in their stack1–18
People on Advicer.bio212

From each firm's latest Form ADV (Feb 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.

ToolLegado Wealth Management LLCMagnifina, LLCAlphaglider LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Client File Sharing
DropboxUses it––
Client Meeting Support
Fathom––Uses it
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Global Relay––Uses it
Community Platforms
Skool––Uses it
Compliance
Red Oak Compliance Solutions––Uses it
CRM
Wealthbox––Uses it
Digital Marketing
Mailchimp––Uses it
E-Signature
DocuSign––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Investment Data/Analytics
Koyfin––Uses it
Password Management
1Password––Uses it
Phone & VoIP
Zoom Phone––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Trading/Rebalancing
iRebal––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Legado Wealth Management LLC: none listed · Magnifina, LLC: Schwab, Interactive Brokers · Alphaglider LLC: none listed