Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Viewpoint Advisory, LLC $103.3M+ Fiduciary Consulting Group, Inc. $102.8M · Venice, FL
Jacksonville, FL
Miami, FL
Sioux Falls, SD
Assets under management$108.8M$115M$103.4M
Asset growth, last 2 years−30%––
Advisory staff161
Individual clients62069194
Assets per client$176K$1.7M$533K
Clients per advisor62012194
Main custodianSchwab––
Filing with the SEC since201820192026
Tools in their stack112
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 LLCHyline Wealth
Client Data Gathering
PreciseFPUses it––
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Blueleaf––Uses it

Custodians on Form ADV: Toams Financial: Schwab · Uyana Partners LLC: none listed · Hyline Wealth: none listed