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Applewhite & Buys Financial Advisors vs Herndon Plant Oakley LTD: NewRiaPulse comparison
Herndon Plant Oakley LTD's amount of 155 is 1.0x Applewhite & Buys Financial Advisors's 153 (58th percentile). Applewhite & Buys Financial Advisors is dated 2025-11-13; Herndon Plant Oakley LTD 2026-09-11.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable TX record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does Applewhite & Buys Financial Advisors compare to Herndon Plant Oakley LTD?
| Field | Applewhite & Buys Financial Advisors | Herndon Plant Oakley LTD |
|---|---|---|
| Firm | Applewhite & Buys Financial Advisors | Herndon Plant Oakley LTD |
| Legal name | Applewhite Financial Planning, Pllc | Herndon Plant Oakley LTD |
| CRD | 169799 | 44971 |
| Status | Approved | Approved |
| Registered with the SEC | 2025-11-13 | 2026-09-11 |
| Latest Form ADV filing | 2026-03-26 | 2026-08-21 |
| Location | Dallas, TX, United States | Corpus Christi, TX, United States |
| Regulatory AUM | $153,132,711 | $155,401,000 |
| Accounts | 740 | 286 |
| Employees | 2 | 3 |
| Website | HTTP://WWW.APPLEWHITEFP.COM | HTTPS://WWW.HPO.COM |
| amount percentile | 57th | 58th |
| Score | 45/100 | 75/100 |
| Peer rank and all 92 TX records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Applewhite & Buys Financial Advisors · Herndon Plant Oakley LTD
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.