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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 Uas Asset Management (swap one in):+ Matson Financial Advisors, Inc. $518.9M · Danbury, CT+ Parkshore Wealth Management $517.9M · Granite Bay, CA+ Thirtynorth Investments, LLC $467.8M · New Orleans, LA+ Flagstone Financial Management, LLC $467.8M · Lincoln, NE
New York, NY
Urbandale, IA
Fairhope, AL
Assets under management$493M$518.4M$468.2M
Asset growth, last 2 years+19%+45%+87%
Advisory staff5306
Individual clients3421,445275
Assets per client$1.4M$359K$1.7M
Clients per advisor684846
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20172014
Tools in their stack––2
People on Advicer.bio4346

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

ToolUas Asset ManagementIndependent Wealth Network, Inc.Brown Financial Advisory
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Uas Asset Management: Pershing · Independent Wealth Network, Inc.: Schwab · Brown Financial Advisory: Schwab