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.

Preferred Wealth Advisors, LLC
Wonder Wealth LLC
Niemann Investments LLC

Similar in size to Preferred Wealth Advisors, LLC (swap one in):+ Hexeum Capital $6.2M · Newport Beach, CA + Pathway Investments, LLC $6.2M + Onefirm Consulting, LLC $5.6M + Conservative Equity Investment Advisors $5.6M

	Preferred Wealth Advisors, LLC	Wonder Wealth LLC	Niemann Investments LLC Riverton, UT
Assets under management	$5.9M	$6.2M	$5.6M
Asset growth, last 2 years	–	–	–
Advisory staff	1	2	1
Individual clients	35	34	15
Assets per client	$168K	$182K	$373K
Clients per advisor	35	17	15
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	2	3	1
People on Advicer.bio	–	1	1

From each firm's latest Form ADV (Oct 2026, Mar 2026, Apr 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.