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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):+ Asset Preservation Group Inc $321.2M · Grapevine, TX+ Awm Financial Services Inc. $320.6M · The Woodlands, TX+ Worth Asset Management $288.2M · Dallas, TX+ Echo Wealth Management, LLC $288.2M · Plymouth, MN
Houston, TX
Austin, TX
Newtown, PA
Assets under management$303.5M$321M$288.2M
Asset growth, last 2 years+63%+19%+62%
Advisory staff316
Individual clients109119508
Assets per client$2.8M$2.7M$567K
Clients per advisor3611985
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120242013
Tools in their stack3–3
People on Advicer.bio416

From each firm's latest Form ADV (Sep 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.

ToolPenney FinancialFounder Family Financial, LLCInnova Wealth Partners, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Penney Financial: Schwab · Founder Family Financial, LLC: Schwab · Innova Wealth Partners, LLC: Schwab