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 Cadinha & Co LLC (swap one in):+ Tcp Asset Management, LLC $1.18B · Upper Arlington, OH+ Evergreen Wealth $1.18B · Springfield, IL+ The Raelipskie Partnership $1.07B · Waterloo+ Gibbs Wealth Management, LLC $1.06B · Alpharetta, GA
Honolulu, HI
Richmond, VA
Fair Lawn, NJ
Assets under management$1.12B$1.18B$1.06B
Asset growth, last 2 years+12%+28%+35%
Advisory staff101252
Individual clients6066362,293
Assets per client$1.9M$1.9M$464K
Clients per advisor615344
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–31
People on Advicer.bio91252

From each firm's latest Form ADV (Mar 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.

ToolCadinha & Co LLCVerus Financial PartnersNpa Asset Management, LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
NetX360 (Pershing)––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Cadinha & Co LLC: Schwab · Verus Financial Partners: Schwab · Npa Asset Management, LLC: none listed