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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):+ Narrow Path Financial Inc. $64.6M+ Peconic Asset Planning $64.6M · Riverhead, NY+ Atlantis Investment Coaching, LLC $58.4M · San Juan, PR+ Rain Or Shine Planning, LLC $58.4M
Red Bank, NJ
Assets under management$61.5M$64.6M$64.6M
Asset growth, last 2 years–––
Advisory staff112
Individual clients743593
Assets per client$831K$1.8M$694K
Clients per advisor743547
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–1–
People on Advicer.bio112

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

ToolDrw FinancialAva Wealth Management LLCOceanic Capital Management LLC
Custodial Platform
NetX360 (Pershing)–Uses it–