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Schlosser Financial Services, INC. vs Legacy Partners Financial Group, LLC: NewRiaPulse comparison
Schlosser Financial Services, INC.'s amount of 108 is 1.0x Legacy Partners Financial Group, LLC's 108 (21st percentile). Schlosser Financial Services, INC. is dated 2026-01-26; Legacy Partners Financial Group, LLC 2026-09-29.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does Schlosser Financial Services, INC. compare to Legacy Partners Financial Group, LLC?
| Field | Schlosser Financial Services, INC. | Legacy Partners Financial Group, LLC |
|---|---|---|
| Firm | Schlosser Financial Services, INC. | Legacy Partners Financial Group, LLC |
| Legal name | Schlosser Financial Services, INC. | Legacy Partners Financial Group, LLC |
| CRD | 128809 | 137025 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-01-26 | 2026-09-29 |
| Latest Form ADV filing | 2026-08-10 | 2026-10-21 |
| Regulatory AUM | $108,000,000 | $107,628,538 |
| Accounts | 219 | 517 |
| Employees | 1 | 10 |
| Location | Woodstock, GA, United States | |
| Website | HTTPS://WWW.MYLPFG.com | |
| amount percentile | 21st | 21st |
| Score | 40/100 | 75/100 |
| Peer rank and all 500 records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Schlosser Financial Services, INC. · Legacy Partners Financial Group, LLC
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.