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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 Lifestyle Asset Management, Inc. (swap one in):+ Tlwm Financial $605.4M · San Antonio, TX+ Chj Wealth Management $600.2M · The Woodlands, TX+ Common Cents Planning $542.4M · Glen Mills, PA+ Beacon Investment Advisors LLC $541.9M · Gaithersburg, MD
Friendswood, TX
Dallas, TX
Mclean, VA
Assets under management$571.2M$604M$600.5M
Asset growth, last 2 years+50%+36%+87%
Advisory staff1338
Individual clients922174368
Assets per client$619K$3.5M$1.6M
Clients per advisor715846
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2017
Tools in their stack333
People on Advicer.bio15312

From each firm's latest Form ADV (Jul 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.

ToolLifestyle Asset Management, Inc.Ackerman Capital ManagementOlio Financial Planning
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses itUses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Lifestyle Asset Management, Inc.: Schwab · Ackerman Capital Management: Schwab · Olio Financial Planning: Schwab