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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
San Diego, CA
Assets under management$568.8M$604M$597.2M
Asset growth, last 2 years+55%+36%+101%
Advisory staff1134
Individual clients159174793
Assets per client$3.6M$3.5M$753K
Clients per advisor1458198
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack136
People on Advicer.bio1336

From each firm's latest Form ADV (Apr 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

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 ManagementMeasured Risk Portfolios
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Interactive Brokers––Uses it
Portfolio Management
Envestnet––Uses it
Orion–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Generational Wealth Advisors: Schwab, Fidelity · Ackerman Capital Management: Schwab · Measured Risk Portfolios: Schwab