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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 Steel Tower Investments (swap one in):+ Magnolia Private Wealth, LLC $272.1M · Philadelphia, PA+ Alliance Financial $271.8M · Wyomissing, PA+ Toro West Capital Advisors $245.7M · Louisville, CO+ Foundation Capital Management, LLC $243.8M · East Norriton, PA
Pittsburgh, PA
Newtown, PA
Kennett Square, PA
Assets under management$258.7M$271.9M$243.8M
Asset growth, last 2 years–+46%+127%
Advisory staff433
Individual clients44183249
Assets per client$5.9M$1.5M$979K
Clients per advisor116183
Main custodianSchwabFidelitySchwab
Filing with the SEC since20242012 or earlier2022
Tools in their stack1–2
People on Advicer.bio433

From each firm's latest Form ADV (Mar 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.

ToolSteel Tower InvestmentsCrossgate Wealth Advisors, LLCLegacy Solutions, LLC
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses it–Uses it

Custodians on Form ADV: Steel Tower Investments: Schwab, National Advisor Trust Company, Comerica Securities,Inc. · Crossgate Wealth Advisors, LLC: Fidelity · Legacy Solutions, LLC: Schwab