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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 Holistic Planning:+ Wallace Capital Management, Inc. $1.49B · Dallas, TX+ Hhm Wealth Advisors, LLC $1.47B · Chattanooga, TN+ Callahan Advisors, LLC $1.33B · Houston, TX+ Meristead Wealth, LLC $1.29B · Westlake, TX
Nacogdoches, TX
Dallas, TX
Assets under management$1.4B$1.3B
Asset growth, last 2 years–+38%
Advisory staff–8
Individual clients–1,052
Assets per client–$1.2M
Clients per advisor–132
Main custodian–Schwab
Filing with the SEC since–2012 or earlier
Tools in their stack34
People on Advicer.bio18

From each firm's latest Form ADV (Oct 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.

ToolHolistic PlanningBeacon Financial Group
Custodial Platform
AltruistUses it–
Charles SchwabUses it–
Wealthscape (Fidelity)–Uses it
CRM
HolisticOS™Uses it–
Financial Planning
eMoney–Uses it
Portfolio Management
NDEX–Uses it
Schedule Apps
Acuity Scheduling–Uses it

Custodians on Form ADV: Holistic Planning: none listed · Beacon Financial Group: Schwab, Fidelity