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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 Uyana Partners LLC (swap one in):+ Arbalpha $121.6M · Miami, FL+ Craft Wealth Services $120.8M · Tampa, FL+ Angell Capital Management, LLC $109.3M · Centralia, MO+ Toams Financial $108.8M · Jacksonville, FL
Miami, FL
Palm Beach Gardens, FL
Winter Park, FL
Assets under management$115M$121.1M$109.1M
Asset growth, last 2 years–+26%−32%
Advisory staff623
Individual clients6953106
Assets per client$1.7M$2.3M$1M
Clients per advisor122735
Main custodian–SchwabSchwab
Filing with the SEC since201920222012 or earlier
Tools in their stack111
People on Advicer.bio824

From each firm's latest Form ADV (Apr 2026, May 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, LLCLyons Wealth Management
CRM
SS&C Black Diamond–Uses it–
Performance Reporting
AddeparUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Uyana Partners LLC: none listed · Resnick Wealth Alliance, LLC: Schwab · Lyons Wealth Management: Schwab