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.

Newmyer Wealth Management
Pierce Wealth Partners, Inc.
Bisonwood Financial Management

	Newmyer Wealth Management Houston, TX	Pierce Wealth Partners, Inc. Fort Worth, TX	Bisonwood Financial Management Austin, TX
Assets under management	$65M	$68.7M	$61.6M
Asset growth, last 2 years	–	–	−9%
Advisory staff	1	2	2
Individual clients	80	51	28
Assets per client	$813K	$1.3M	$2.2M
Clients per advisor	80	26	14
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2012 or earlier
Tools in their stack	1	–	2
People on Advicer.bio	1	2	2

From each firm's latest Form ADV (Oct 2026, Mar 2026, Sep 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.