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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):+ Ralicki Wealth Management & Trust Services $129M · Stuart, FL+ Second Half Financial Partners, LLC $128M · Sebring, FL+ Futura Asset Advisors LLC $114.8M · Coral Gables, FL+ Veltria Advisors Corp. $113.2M · Miami, FL
Miami, FL
West Palm Beach, FL
Miami, FL
Assets under management$121.6M$128.9M$115M
Asset growth, last 2 years–+19%–
Advisory staff226
Individual clients–3369
Assets per client–$3.9M$1.7M
Clients per advisor–1712
Main custodian–Schwab–
Filing with the SEC since20242012 or earlier2019
Tools in their stack–11
People on Advicer.bio–28

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

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 LLCUyana Partners LLC
CRM
Envestnet Tamarac–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Arbalpha: none listed · Gordon Asset Management LLC: Schwab · Uyana Partners LLC: none listed