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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 Llewellyn Financial LLC (swap one in):+ Legacy Investing & Wealth Management LLC $993K+ Archangel Investment Management $991K+ Lone Wolf Trading LLC $891K+ Fundify Advisors LLC $889K · Austin, TX
Chandler, AZ
Assets under management$940K$993K$886K
Asset growth, last 2 years–––
Advisory staff111
Individual clients1236
Assets per client$78K$331K$148K
Clients per advisor1236
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack3––
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Jun 2026, Jul 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.

ToolLlewellyn Financial LLCVivere Wealth Management LLCLighthouse
Custodial Platform
AltruistUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––