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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):+ Chj Wealth Management $600.2M · The Woodlands, TX+ Measured Risk Portfolios $597.2M · San Diego, CA+ Peirce Capital Management, LLC $534.1M · The Woodlands, TX+ Robertson Investment Management $534.1M · Houston, TX
Richardson, TX
Dallas, TX
San Antonio, TX
Assets under management$568.8M$604M$605.4M
Asset growth, last 2 years+55%+36%+25%
Advisory staff1139
Individual clients1591741,249
Assets per client$3.6M$3.5M$485K
Clients per advisor1458139
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack13–
People on Advicer.bio13310

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 ManagementTlwm Financial
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 · Tlwm Financial: LPL Financial