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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+ Herold Advisors, Inc. $540.2M · New York, NY+ Peirce Capital Management, LLC $534.1M · The Woodlands, TX
Richardson, TX
Dallas, TX
Houston, TX
Assets under management$568.8M$604M$534.1M
Asset growth, last 2 years+55%+36%+23%
Advisory staff11310
Individual clients1591741,138
Assets per client$3.6M$3.5M$469K
Clients per advisor1458114
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack132
People on Advicer.bio1339

From each firm's latest Form ADV (Apr 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.

ToolGenerational Wealth AdvisorsAckerman Capital ManagementRobertson Investment Management
CRM
HubSpotUses it–Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Generational Wealth Advisors: Schwab, Fidelity · Ackerman Capital Management: Schwab · Robertson Investment Management: Pershing, Schwab