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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 Cadinha & Co LLC (swap one in):+ Thepartners Wealth Management $1.18B · Carmel By The Sea, CA+ Evergreen Wealth $1.18B · Springfield, IL+ The Raelipskie Partnership $1.07B · Waterloo+ Gibbs Wealth Management, LLC $1.06B · Alpharetta, GA
Honolulu, HI
Richmond, VA
Upper Arlington, OH
Assets under management$1.12B$1.18B$1.18B
Asset growth, last 2 years+12%+28%+84%
Advisory staff101221
Individual clients6066362,221
Assets per client$1.9M$1.9M$533K
Clients per advisor6153106
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack–32
People on Advicer.bio91225

From each firm's latest Form ADV (Mar 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.

ToolCadinha & Co LLCVerus Financial PartnersTcp Asset Management, LLC
Client File Sharing
ShareFile–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Cadinha & Co LLC: Schwab · Verus Financial Partners: Schwab · Tcp Asset Management, LLC: Schwab, SEI