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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):+ Olio Financial Planning $600.5M · Mclean, VA+ 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
San Antonio, TX
Assets under management$571.2M$604M$605.4M
Asset growth, last 2 years+50%+36%+25%
Advisory staff1339
Individual clients9221741,249
Assets per client$619K$3.5M$485K
Clients per advisor7158139
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack33–
People on Advicer.bio15310

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 ManagementTlwm Financial
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses itUses it–

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