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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+ Beacon Financial Group $1.3B · Dallas, TX+ Meristead Wealth, LLC $1.29B · Westlake, TX
Nacogdoches, TX
Houston, TX
Assets under management$1.4B$1.33B
Asset growth, last 2 years–+42%
Advisory staff–6
Individual clients–431
Assets per client–$3.1M
Clients per advisor–72
Main custodian–Schwab
Filing with the SEC since–2012 or earlier
Tools in their stack31
People on Advicer.bio17

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 PlanningCallahan Advisors, LLC
Custodial Platform
AltruistUses it–
Charles SchwabUses it–
CRM
HolisticOS™Uses it–
Website Builders
Wix–Uses it

Custodians on Form ADV: Holistic Planning: none listed · Callahan Advisors, LLC: Schwab