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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+ Hill Country Group $175.5M · Boerne, TX+ Verus Financial Group $158.7M · Sugar Land, TX+ Scherer Financial Advisory Services, LLC $158.3M · Dallas, TX
Dallas, TX
Lewisville, TX
Assets under management$167.1M$176.6M$175.5M
Asset growth, last 2 years−16%+59%+22%
Advisory staff344
Individual clients118163118
Assets per client$1.4M$1.1M$1.5M
Clients per advisor394130
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20192019
Tools in their stack1–3
People on Advicer.bio345

From each firm's latest Form ADV (Jun 2026, Jul 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 WealthTlw Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Schlindwein Associates LLC: none listed · Bannerman Wealth: Schwab · Tlw Wealth Management, LLC: Schwab