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.
The Woodlands, TX | Dallas, TX | Fort Worth, TX | |
|---|---|---|---|
| Assets under management | $551.4M | $581M | $519.4M |
| Asset growth, last 2 years | +80% | +23% | +27% |
| Advisory staff | 10 | 3 | 7 |
| Individual clients | 209 | 178 | 532 |
| Assets per client | $2.6M | $3.3M | $976K |
| Clients per advisor | 21 | 59 | 76 |
| Main custodian | Schwab | Hilltop Securities Inc. | LPL Financial |
| Filing with the SEC since | 2021 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 9 | 3 | 6 |
From each firm's latest Form ADV (Jul 2026, Oct 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.
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.
Custodians on Form ADV: The Sum: Schwab · Rtw Financial Advisors Inc: Hilltop Securities Inc. · Dean, Jacobson Financial Services: LPL Financial