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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 Schlindwein Associates LLC (swap one in):+ Light Financial Services, Inc. $175.5M · Fargo, ND+ Tlw Wealth Management, LLC $175.5M+ Verus Financial Group $158.7M · Sugar Land, TX+ Scherer Financial Advisory Services, LLC $158.3M · Dallas, TX
Dallas, TX
Lewisville, TX
Boerne, TX
Assets under management$167.1M$176.6M$175.5M
Asset growth, last 2 years−16%+59%+22%
Advisory staff345
Individual clients118163407
Assets per client$1.4M$1.1M$431K
Clients per advisor394181
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20192021
Tools in their stack1––
People on Advicer.bio345

From each firm's latest Form ADV (Jun 2026, Feb 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.

ToolSchlindwein Associates LLCBannerman WealthHill Country Group
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Schlindwein Associates LLC: none listed · Bannerman Wealth: Schwab · Hill Country Group: Schwab