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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 Kronos Wealth Management (swap one in):+ Wynstone Investment Advisors, LLC. $28.5M+ Moore, Dorothea Jane $28.4M+ Pacific Investment Advisors, LLC $25.7M+ Hark Financial Planning $25.7M
Wenatchee, WA
Assets under management$27.1M$28.5M$25.7M
Asset growth, last 2 years+9%––
Advisory staff114
Individual clients601286
Assets per client$451K$2.4M$299K
Clients per advisor601222
Main custodianSchwab––
Filing with the SEC since202120262026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Kronos Wealth Management: Schwab · Preservation Financial Management: none listed · Equilus Group Inc: none listed