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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 The Palmer Knight Company (swap one in):+ Lifeinvest Wealth Management, LTD $300.5M · Miami, FL+ Kennon Financial $300M · Sarasota, FL+ Ofg Financial Services, Inc. $271M · Topeka, KS+ Barr Financial Services, LLC $269.2M · Winter Park, FL
Jacksonville, FL
Coral Gables, FL
Boca Raton, FL
Assets under management$285.4M$300.1M$269.8M
Asset growth, last 2 years+13%+41%+57%
Advisory staff2510
Individual clients163238421
Assets per client$1.8M$1.3M$641K
Clients per advisor824842
Main custodianTrade-PMRSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–––
People on Advicer.bio2510

From each firm's latest Form ADV (Mar 2026, Jun 2026, Sep 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: The Palmer Knight Company: Trade-PMR · Azzendo Wealth Advisors: Schwab · Alpha Zero LLC: Schwab