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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):+ Allen Wealth Advisors $37.3M · Colleyville, TX+ Managed Wealth Advisors $37.3M+ Mkn Wealth Management LLC $33.7M+ Wealth Enhancement & Preservation, Inc. $33.7M · Westlake Village, CA
Waco, TX
Mckinney, TX
Assets under management$35.5M$37.3M$37.3M
Asset growth, last 2 years+2,040%––
Advisory staff111
Individual clients205869
Assets per client$1.8M$643K$540K
Clients per advisor205869
Main custodianInteractive Brokers––
Filing with the SEC since201720262026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Sep 2026, Jan 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: Palm Springs Advisory LLC: Interactive Brokers · Investments Plus LLC: none listed · Krishna Wealth Planning: none listed