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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+ Strategic Wealth Management, LLC $157.8M · Bedford, TX
Dallas, TX
Lewisville, TX
Dallas, TX
Assets under management$167.1M$176.6M$158.3M
Asset growth, last 2 years−16%+59%+24%
Advisory staff343
Individual clients118163178
Assets per client$1.4M$1.1M$890K
Clients per advisor394159
Main custodian–SchwabRaymond James
Filing with the SEC since2012 or earlier20192021
Tools in their stack1–1
People on Advicer.bio343

From each firm's latest Form ADV (Jun 2026, May 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 WealthScherer Financial Advisory Services, LLC
Custodial Platform
Raymond James––Uses it
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Schlindwein Associates LLC: none listed · Bannerman Wealth: Schwab · Scherer Financial Advisory Services, LLC: Raymond James