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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 Generational Wealth Advisors (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
Richardson, TX
Dallas, TX
New York, NY
Assets under management$568.8M$604M$540.2M
Asset growth, last 2 years+55%+36%+31%
Advisory staff1138
Individual clients159174557
Assets per client$3.6M$3.5M$970K
Clients per advisor145870
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack13–
People on Advicer.bio13313

From each firm's latest Form ADV (Apr 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.

ToolGenerational Wealth AdvisorsAckerman Capital ManagementHerold Advisors, Inc.
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

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