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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+ Act Wealth Management, LLC $568.8M · Allen, TX
San Antonio, TX
The Woodlands, TX
Houston, TX
Assets under management$605.4M$638.7M$642.1M
Asset growth, last 2 years+25%+24%+60%
Advisory staff926
Individual clients1,249547416
Assets per client$485K$1.2M$1.5M
Clients per advisor13927469
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack–1–
People on Advicer.bio1019

From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 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.Granite Harbor Advisors, Inc.
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Tlwm Financial: LPL Financial · Bellatore Financial, Inc.: Schwab · Granite Harbor Advisors, Inc.: Schwab, SEI