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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+ Brown Financial Advisory $468.2M · Fairhope, AL+ Flagstone Financial Management, LLC $467.8M · Lincoln, NE
New York, NY
Urbandale, IA
New Orleans, LA
Assets under management$493M$518.4M$467.8M
Asset growth, last 2 years+19%+45%+68%
Advisory staff5305
Individual clients3421,445214
Assets per client$1.4M$359K$2.2M
Clients per advisor684843
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack––5
People on Advicer.bio4345

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.Thirtynorth Investments, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Uas Asset Management: Pershing · Independent Wealth Network, Inc.: Schwab · Thirtynorth Investments, LLC: Schwab, Voya Financial Partners, LLC, Ascensus Financial Services, LLC.