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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
Lake Oswego, OR
Assets under management$51M$53.9M$53.7M
Asset growth, last 2 years+7%+37%–
Advisory staff112
Individual clients751360
Assets per client$680K$4.1M$894K
Clients per advisor751330
Main custodian–Schwab–
Filing with the SEC since202120192026
Tools in their stack1–2
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, LLCPlanful Finance LLC
Client File Sharing
DropboxUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

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