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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 Palm Springs Advisory LLC (swap one in):+ Managed Wealth Advisors $37.3M+ Krishna Wealth Planning $37.3M · Mckinney, TX+ Mkn Wealth Management LLC $33.7M+ Wealth Enhancement & Preservation, Inc. $33.7M · Westlake Village, CA
Waco, TX
Colleyville, TX
Assets under management$35.5M$37.3M$37.3M
Asset growth, last 2 years+2,040%––
Advisory staff113
Individual clients205831
Assets per client$1.8M$643K$1.2M
Clients per advisor205810
Main custodianInteractive Brokers––
Filing with the SEC since201720262025
Tools in their stack–––
People on Advicer.bio11–

From each firm's latest Form ADV (Sep 2026, Nov 2025). 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: Palm Springs Advisory LLC: Interactive Brokers · Investments Plus LLC: none listed · Allen Wealth Advisors: none listed