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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 Markiz Wealth Management (swap one in):+ Legacy Investment Strategies, LLC $111.4M · Metairie, LA+ The Quick Group LLC $111.3M · New York, NY+ W.k. Cooper II Asset Management Corporation $100.5M · Champaign, IL+ Bridge Financial Planning, LLC $100.4M
Boulder, CO
Miami, FL
Assets under management$105.8M$111.3M$111.3M
Asset growth, last 2 years+15%+92%+75%
Advisory staff122
Individual clients4512758
Assets per client$2.4M$877K$1.9M
Clients per advisor456429
Main custodianSchwab–Schwab
Filing with the SEC since20192012 or earlier2022
Tools in their stack251
People on Advicer.bio122

From each firm's latest Form ADV (Apr 2026, Dec 2025, Sep 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.

ToolMarkiz Wealth ManagementFinancial Mountain IncGoi
Advisor Lead Gen
Financial Advisors (Plan the Possibilities)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Markiz Wealth Management: Schwab · Financial Mountain Inc: none listed · Goi: Schwab, Interactive Brokers