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 Uyana Partners LLC (swap one in):+ Lionsbridge Wealth Management LLC $122.4M · Jacksonville Beach, FL+ Arbalpha $121.6M · Miami, FL+ Lyons Wealth Management $109.1M · Winter Park, FL+ Toams Financial $108.8M · Jacksonville, FL
Miami, FL
Palm Beach Gardens, FL
Tampa, FL
Assets under management$115M$121.1M$120.8M
Asset growth, last 2 years–+26%+45%
Advisory staff628
Individual clients6953222
Assets per client$1.7M$2.3M$544K
Clients per advisor122728
Main custodian–SchwabFidelity
Filing with the SEC since201920222024
Tools in their stack114
People on Advicer.bio829

From each firm's latest Form ADV (Apr 2026, May 2026, Sep 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.

ToolUyana Partners LLCResnick Wealth Alliance, LLCCraft Wealth Services
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
AddeparUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Uyana Partners LLC: none listed · Resnick Wealth Alliance, LLC: Schwab · Craft Wealth Services: Fidelity