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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 Tlwm Financial (swap one in):+ The Watchman Group, Inc. $639.7M · Plano, TX+ Scott & Selber, Inc. Capital Management $637.9M · Houston, TX+ Lifestyle Asset Management, Inc. $571.2M · Friendswood, TX+ Generational Wealth Advisors $568.8M · Richardson, TX
San Antonio, TX
The Woodlands, TX
Allen, TX
Assets under management$605.4M$638.7M$568.8M
Asset growth, last 2 years+25%+24%+71%
Advisory staff925
Individual clients1,249547264
Assets per client$485K$1.2M$2.2M
Clients per advisor13927453
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio1015

From each firm's latest Form ADV (Mar 2026, Oct 2026, Feb 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.

ToolTlwm FinancialBellatore Financial, Inc.Act Wealth Management, LLC
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Tlwm Financial: LPL Financial · Bellatore Financial, Inc.: Schwab · Act Wealth Management, LLC: Schwab, Fidelity