Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 (swap one in):+ Wallace Capital Management, Inc. $1.49B · Dallas, TX+ Hhm Wealth Advisors, LLC $1.47B · Chattanooga, TN+ Evermay Wealth Management, LLC $1.33B · Arlington, VA+ Callahan Advisors, LLC $1.33B · Houston, TX
Nacogdoches, TX
Dallas, TX
Westlake, TX
Assets under management$1.4B$1.3B$1.29B
Asset growth, last 2 years–+38%+47%
Advisory staff–814
Individual clients–1,052975
Assets per client–$1.2M$1.3M
Clients per advisor–13270
Main custodian–SchwabPershing
Filing with the SEC since–2012 or earlier2015
Tools in their stack34–
People on Advicer.bio1821

From each firm's latest Form ADV (Oct 2026, Mar 2026, Sep 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 GroupMeristead Wealth, LLC
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 · Meristead Wealth, LLC: Pershing