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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 Drm Wealth Management (swap one in):+ Wealth Management Advisors RIA, Inc. $115.2M · Windsor, CO+ Revolution Partners, LLC $115.1M+ Impact Wealth Management $103.9M · Sioux Falls, SD+ Kansas City Private Wealth Management, LLC $103.9M · Kansas City, MO
Miami, FL
Harrison, NY
Assets under management$109.5M$115M$115M
Asset growth, last 2 years––+49%
Advisory staff161
Individual clients11469267
Assets per client$961K$1.7M$431K
Clients per advisor11412267
Main custodian––Schwab
Filing with the SEC since202620192021
Tools in their stack–1–
People on Advicer.bio181

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

ToolDrm Wealth ManagementUyana Partners LLCLightedway Advisory Services, Inc.
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Drm Wealth Management: none listed · Uyana Partners LLC: none listed · Lightedway Advisory Services, Inc.: Schwab