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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):+ Hill Country Group $175.5M · Boerne, TX+ 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
Fargo, ND
Assets under management$167.1M$176.6M$175.5M
Asset growth, last 2 years−16%+59%+40%
Advisory staff342
Individual clients118163621
Assets per client$1.4M$1.1M$283K
Clients per advisor3941311
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20192022
Tools in their stack1–2
People on Advicer.bio342

From each firm's latest Form ADV (Jun 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.

ToolSchlindwein Associates LLCBannerman WealthLight Financial Services, Inc.
Client Data Gathering
Jotform––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Schlindwein Associates LLC: none listed · Bannerman Wealth: Schwab · Light Financial Services, Inc.: Schwab, Matrix Executions, LLC