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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 Lyons Wealth Management (swap one in):+ Futura Asset Advisors LLC $114.8M · Coral Gables, FL+ South Bay Financial Partners $114.8M · Torrance, CA+ Prairie Investment Advisors, LLC $103.6M · Naperville, IL+ Eurocapital Advisors, Inc $103.6M · Miami, FL
Winter Park, FL
Miami, FL
St. Louis, MO
Assets under management$109.1M$115M$115M
Asset growth, last 2 years−32%–−6%
Advisory staff363
Individual clients1066979
Assets per client$1M$1.7M$1.5M
Clients per advisor351226
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20192021
Tools in their stack112
People on Advicer.bio483

From each firm's latest Form ADV (Apr 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.

ToolLyons Wealth ManagementUyana Partners LLCFortify Wealth, Inc.
Client File Sharing
Egnyte––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Lyons Wealth Management: Schwab · Uyana Partners LLC: none listed · Fortify Wealth, Inc.: Schwab