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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 Chadwick Financial (swap one in):+ Holland Investment Management, Inc. $64.1M · Fort Worth, TX+ Cavalot Capital $64.1M · Incline Village, NV+ Houston Wealth Advisers, LLC. $57.4M · Houston, TX+ Nautical Star Financial Group LLC $57.4M · Las Colinas, TX
Colleyville, TX
Dallas, TX
Fort Worth, TX
Assets under management$61M$64.4M$57.6M
Asset growth, last 2 years––−36%
Advisory staff211
Individual clients1673398
Assets per client$365K$2M$588K
Clients per advisor843398
Main custodian––Fidelity
Filing with the SEC since202620262012 or earlier
Tools in their stack–––
People on Advicer.bio211

From each firm's latest Form ADV (Aug 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Chadwick Financial: none listed · Sammons Wealth: none listed · Phillips Ray Capital Management, Inc.: Fidelity, Hilltop Securities Inc.