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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 Tanglewood Legacy Advisors, LLC (swap one in):+ Apeiron $852M · Dallas, TX+ Liberty Capital Management Inc $849.5M · Birmingham, MI+ Adk Wealth Advisory Group $768.5M · St. Louis, MO+ Wilsey Asset Management Incorporated $768.5M · San Diego, CA
Houston, TX
Dallas, TX
Dallas, TX
Assets under management$809M$859.4M$757.4M
Asset growth, last 2 years+74%+36%+22%
Advisory staff477
Individual clients16254387
Assets per client$5M$1.6M$8.7M
Clients per advisor417812
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio572

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.

ToolTanglewood Legacy Advisors, LLCProbity Advisors, Inc.Paratus Financial, Inc.
Portfolio Management
Orion–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Tanglewood Legacy Advisors, LLC: LPL Financial · Probity Advisors, Inc.: Fidelity, Schwab · Paratus Financial, Inc.: Schwab