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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 Mystic Asset Management (swap one in):+ Legacy Wealth Partners, LLC $646M · Lakewood, CO+ Kitching Partners, LLC $645.9M · Conshohocken, PA+ Monetary Management Group Inc $583.8M · St Louis, MO+ Persium Advisors, LLC $583.6M · Atlanta, GA
Warwick, RI
Tucson, AZ
Denver, CO
Assets under management$614.6M$645.8M$645.6M
Asset growth, last 2 years+114%+38%+72%
Advisory staff2417
Individual clients1312932,193
Assets per client$4.7M$2.2M$294K
Clients per advisor6673129
Main custodianSchwabSchwab–
Filing with the SEC since201420172016
Tools in their stack–2–
People on Advicer.bio2514

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

ToolMystic Asset ManagementCambridge Financial Group, LLCTriumph Capital Management
Client Data Gathering
Jotform–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Mystic Asset Management: Schwab · Cambridge Financial Group, LLC: Schwab · Triumph Capital Management: none listed