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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):+ Northstar Financial Companies, Inc. $519M · Conshohocken, PA+ Matson Financial Advisors, Inc. $518.9M · Danbury, CT+ Brown Financial Advisory $468.2M · Fairhope, AL+ Thirtynorth Investments, LLC $467.8M · New Orleans, LA
New York, NY
Urbandale, IA
Granite Bay, CA
Assets under management$493M$518.4M$517.9M
Asset growth, last 2 years+19%+45%+30%
Advisory staff5304
Individual clients3421,445522
Assets per client$1.4M$359K$992K
Clients per advisor6848131
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack––4
People on Advicer.bio4345

From each firm's latest Form ADV (May 2026, Oct 2026, Jun 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.Parkshore Wealth Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

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