Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Tealwood Asset Management (swap one in):+ Longview Financial Advisors, LLC $383.9M+ Spartan Planning Group $383.7M · Greensboro, NC+ Leconte Wealth Management, LLC $346.8M · Maryville, TN+ Nepsis, Inc. $344.5M · Minneapolis, MN
Minneapolis, MN
Richmond, VA
Omaha, NE
Assets under management$365.4M$383.7M$347M
Asset growth, last 2 years+11%+37%+24%
Advisory staff442
Individual clients230729122
Assets per client$1.6M$526K$2.8M
Clients per advisor5818261
Main custodianSchwabLPL Financial–
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack13–
People on Advicer.bio33–

From each firm's latest Form ADV (Feb 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.

ToolTealwood Asset ManagementParagon Financial ServicesPflug Koory, LLC
Client Data Gathering
PreciseFP–Uses it–
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Tealwood Asset Management: Schwab, Fidelity · Paragon Financial Services: LPL Financial · Pflug Koory, LLC: none listed