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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 Masters Legacy Planning (swap one in):+ Prevail Wealth Management $260.8M · Kirkland, WA+ Viawealth, LLC $260.7M · Leawood, KS+ Crown Oak Advisors $235.6M+ Birch Capital Management, LLC $235.5M
Linwood, NJ
Jacksonville, FL
San Diego, CA
Assets under management$248.1M$260.8M$235.7M
Asset growth, last 2 years+30%+41%+55%
Advisory staff254
Individual clients139363229
Assets per client$1.8M$718K$1M
Clients per advisor707357
Main custodianFidelitySchwabSchwab
Filing with the SEC since20182012 or earlier2020
Tools in their stack–31
People on Advicer.bio255

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

ToolMasters Legacy PlanningTrustwell Financial Advisors, LLCBamboo Wealth Strategies
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses itUses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Masters Legacy Planning: Fidelity · Trustwell Financial Advisors, LLC: Schwab · Bamboo Wealth Strategies: Schwab