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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:+ Serenus Wealth Advisors, LLC $1.47B · Santa Monica, CA+ Hhm Wealth Advisors, LLC $1.47B · Chattanooga, TN+ Callahan Advisors, LLC $1.33B · Houston, TX+ Beacon Financial Group $1.3B · Dallas, TX
Nacogdoches, TX
Dallas, TX
Assets under management$1.4B$1.49B
Asset growth, last 2 years–+25%
Advisory staff–6
Individual clients–415
Assets per client–$3.6M
Clients per advisor–69
Main custodian–Fidelity
Filing with the SEC since–2012 or earlier
Tools in their stack3–
People on Advicer.bio13

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 PlanningWallace Capital Management, Inc.
Custodial Platform
AltruistUses it–
Charles SchwabUses it–
CRM
HolisticOS™Uses it–

Custodians on Form ADV: Holistic Planning: none listed · Wallace Capital Management, Inc.: Fidelity, Schwab, Merrill