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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 Drw Financial (swap one in):+ Peconic Asset Planning $64.6M · Riverhead, NY+ Oceanic Capital Management LLC $64.6M · Red Bank, NJ+ Atlantis Investment Coaching, LLC $58.4M · San Juan, PR+ Rain Or Shine Planning, LLC $58.4M
Scottsdale, AZ
Assets under management$61.5M$64.6M$58.4M
Asset growth, last 2 years––+182%
Advisory staff113
Individual clients743566
Assets per client$831K$1.8M$885K
Clients per advisor743522
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–11
People on Advicer.bio113

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

ToolDrw FinancialAva Wealth Management LLCEvolve Wealth Advisors LP
Custodial Platform
NetX360 (Pershing)–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Drw Financial: none listed · Ava Wealth Management LLC: none listed · Evolve Wealth Advisors LP: Schwab