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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 Haywood Wealth Management (swap one in):+ Animus Wealth Management, LLC. $11.9M · Mcallen, TX+ Lifelong Wealth Strategies, LLC $11.9M+ Wealth Planning Systems, LLC $10.7M+ Mccullough Wealth Management LLC $10.6M · Van Alstyne, TX
Houston, TX
Dallas, TX
Assets under management$11.3M$12M$11.9M
Asset growth, last 2 years–––
Advisory staff201
Individual clients372038
Assets per client$306K$600K$313K
Clients per advisor19–38
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack1––
People on Advicer.bio211

From each firm's latest Form ADV (Oct 2026, Oct 2024, 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.

ToolHaywood Wealth ManagementSueing Investments, LLCJewell Wealth Management Inc.
CRM
HubSpotUses it––