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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 Act Wealth Management, LLC (swap one in):+ Tlwm Financial $605.4M · San Antonio, TX+ Chj Wealth Management $600.2M · The Woodlands, TX+ Peirce Capital Management, LLC $534.1M · The Woodlands, TX+ Robertson Investment Management $534.1M · Houston, TX
Allen, TX
Dallas, TX
New York, NY
Assets under management$568.8M$604M$540.2M
Asset growth, last 2 years+71%+36%+31%
Advisory staff538
Individual clients264174557
Assets per client$2.2M$3.5M$970K
Clients per advisor535870
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–3–
People on Advicer.bio5313

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

ToolAct Wealth Management, LLCAckerman Capital ManagementHerold Advisors, Inc.
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Act Wealth Management, LLC: Schwab, Fidelity · Ackerman Capital Management: Schwab · Herold Advisors, Inc.: Pershing