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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 Melia Wealth LLC (swap one in):+ The Legacy Financial Group, Inc. $590.7M · Tulsa, OK+ Ias Wealth Management, Inc. $588.5M · The Woodlands, TX+ Elevated Financial Group $532M · Indianapolis, IN+ Cerro Pacific Wealth Advisors, LLC $531.6M · San Luis Obispo, CA
Tulsa, OK
Tulsa, OK
Tulsa, OK
Assets under management$560.1M$592.8M$529.4M
Asset growth, last 2 years+23%+36%+35%
Advisory staff464
Individual clients1,163379370
Assets per client$482K$1.6M$1.4M
Clients per advisor2916393
Main custodianSchwabSchwabRaymond James
Filing with the SEC since20172012 or earlier2018
Tools in their stack–12
People on Advicer.bio465

From each firm's latest Form ADV (Jun 2026, Apr 2026, Aug 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.

ToolMelia Wealth LLCHogantaylor WealthCouncil Oak Wealth Advisors
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Melia Wealth LLC: Schwab · Hogantaylor Wealth: Schwab, Fidelity · Council Oak Wealth Advisors: Raymond James, Schwab