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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+ Serenus Wealth Advisors, LLC $1.47B · Santa Monica, CA+ Callahan Advisors, LLC $1.33B · Houston, TX+ Beacon Financial Group $1.3B · Dallas, TX
Nacogdoches, TX
Chattanooga, TN
Assets under management$1.4B$1.47B
Asset growth, last 2 years–+60%
Advisory staff–13
Individual clients–1,180
Assets per client–$1.2M
Clients per advisor–91
Main custodian–Schwab
Filing with the SEC since–2012 or earlier
Tools in their stack32
People on Advicer.bio113

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 PlanningHhm Wealth Advisors, LLC
CRM
Envestnet Tamarac–Uses it
HolisticOS™Uses it–
Custodial Platform
AltruistUses it–
Charles SchwabUses it–
Website Builders
Webflow–Uses it

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