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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+ Herold Advisors, Inc. $540.2M · New York, NY+ Peirce Capital Management, LLC $534.1M · The Woodlands, TX
Allen, TX
Dallas, TX
Houston, TX
Assets under management$568.8M$604M$534.1M
Asset growth, last 2 years+71%+36%+23%
Advisory staff5310
Individual clients2641741,138
Assets per client$2.2M$3.5M$469K
Clients per advisor5358114
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–32
People on Advicer.bio539

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

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 ManagementRobertson Investment Management
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses itUses 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 · Robertson Investment Management: Pershing, Schwab