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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+ 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
Riverhead, NY
Assets under management$61.5M$64.6M$64.6M
Asset growth, last 2 years––+59%
Advisory staff111
Individual clients7435203
Assets per client$831K$1.8M$318K
Clients per advisor7435203
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack–1–
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, Oct 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 LLCPeconic Asset Planning
Custodial Platform
NetX360 (Pershing)–Uses it–

Custodians on Form ADV: Drw Financial: none listed · Ava Wealth Management LLC: none listed · Peconic Asset Planning: Schwab