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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 Toams Financial (swap one in):+ Futura Asset Advisors LLC $114.8M · Coral Gables, FL+ Queen City Capital Management, LLC $114.4M · Cincinnati, OH+ Hyline Wealth $103.4M · Sioux Falls, SD+ Fiduciary Consulting Group, Inc. $102.8M · Venice, FL
Jacksonville, FL
Miami, FL
Rochester, NY
Assets under management$108.8M$115M$114.5M
Asset growth, last 2 years−30%–+34%
Advisory staff164
Individual clients62069362
Assets per client$176K$1.7M$316K
Clients per advisor6201291
Main custodianSchwab–Schwab
Filing with the SEC since201820192012 or earlier
Tools in their stack11–
People on Advicer.bio181

From each firm's latest Form ADV (Mar 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.

ToolToams FinancialUyana Partners LLCEngleson & Associates
Client Data Gathering
PreciseFPUses it––
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Toams Financial: Schwab · Uyana Partners LLC: none listed · Engleson & Associates: Schwab