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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 Arbalpha (swap one in):+ Antonetti Capital Management, LLC $129.4M · Naples, FL+ Second Half Financial Partners, LLC $128M · Sebring, FL+ Uyana Partners LLC $115M · Miami, FL+ Futura Asset Advisors LLC $114.8M · Coral Gables, FL
Miami, FL
West Palm Beach, FL
Stuart, FL
Assets under management$121.6M$128.9M$129M
Asset growth, last 2 years–+19%+20%
Advisory staff223
Individual clients–3398
Assets per client–$3.9M$1.3M
Clients per advisor–1733
Main custodian–SchwabFidelity
Filing with the SEC since20242012 or earlier2022
Tools in their stack–13
People on Advicer.bio–23

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

ToolArbalphaGordon Asset Management LLCRalicki Wealth Management & Trust Services
CRM
Envestnet Tamarac–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Arbalpha: none listed · Gordon Asset Management LLC: Schwab · Ralicki Wealth Management & Trust Services: Fidelity, AssetMark