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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+ Lyons Wealth Management $109.1M · Winter Park, FL
Miami, FL
Palm Beach Gardens, FL
Jacksonville, FL
Assets under management$115M$121.1M$108.8M
Asset growth, last 2 years–+26%−30%
Advisory staff621
Individual clients6953620
Assets per client$1.7M$2.3M$176K
Clients per advisor1227620
Main custodian–SchwabSchwab
Filing with the SEC since201920222018
Tools in their stack111
People on Advicer.bio821

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

ToolUyana Partners LLCResnick Wealth Alliance, LLCToams Financial
Client Data Gathering
PreciseFP––Uses it
CRM
SS&C Black Diamond–Uses it–
Performance Reporting
AddeparUses it––

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