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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 Penney Financial (swap one in):+ Awm Financial Services Inc. $320.6M · The Woodlands, TX+ Phillip B. White Co., Inc $318.7M · San Luis Obispo, CA+ Worth Asset Management $288.2M · Dallas, TX+ Echo Wealth Management, LLC $288.2M · Plymouth, MN
Houston, TX
Austin, TX
Grapevine, TX
Assets under management$303.5M$321M$321.2M
Asset growth, last 2 years+63%+19%+22%
Advisory staff312
Individual clients109119330
Assets per client$2.8M$2.7M$973K
Clients per advisor36119165
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120242012 or earlier
Tools in their stack3––
People on Advicer.bio412

From each firm's latest Form ADV (Sep 2026, Aug 2026, Mar 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.

ToolPenney FinancialFounder Family Financial, LLCAsset Preservation Group Inc
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Penney Financial: Schwab · Founder Family Financial, LLC: Schwab · Asset Preservation Group Inc: Schwab, Fidelity