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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+ Cerro Pacific Wealth Advisors, LLC $531.6M · San Luis Obispo, CA+ Council Oak Wealth Advisors $529.4M · Tulsa, OK
Tulsa, OK
Tulsa, OK
Indianapolis, IN
Assets under management$560.1M$592.8M$532M
Asset growth, last 2 years+23%+36%–
Advisory staff468
Individual clients1,163379690
Assets per client$482K$1.6M$771K
Clients per advisor2916386
Main custodianSchwabSchwab–
Filing with the SEC since20172012 or earlier2024
Tools in their stack–1–
People on Advicer.bio467

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

ToolMelia Wealth LLCHogantaylor WealthElevated Financial Group
CRM
HubSpot–Uses it–

Custodians on Form ADV: Melia Wealth LLC: Schwab · Hogantaylor Wealth: Schwab, Fidelity · Elevated Financial Group: none listed