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.

Onesource Wealth Advisors
Legacy Financial
Villaire Financial, LLC

Similar in size to Onesource Wealth Advisors (swap one in):+ Echo Financial LLC $3.4M · Arnold, NE + Favored Financial Planning $3.4M + Manzanita Wealth Management LLC $3.1M + Fintent $3.1M · Monrovia, CA

	Onesource Wealth Advisors Vero Beach, FL	Legacy Financial Front Royal, VA	Villaire Financial, LLC
Assets under management	$3.2M	$3.4M	$3.4M
Asset growth, last 2 years	–	–	–
Advisory staff	2	1	1
Individual clients	17	51	80
Assets per client	$190K	$67K	$42K
Clients per advisor	9	51	80
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	–	–	2
People on Advicer.bio	2	1	1

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