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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):+ Tcp Asset Management, LLC $1.18B · Upper Arlington, OH+ Evergreen Wealth $1.18B · Springfield, IL+ Gibbs Wealth Management, LLC $1.06B · Alpharetta, GA+ Npa Asset Management, LLC $1.06B · Fair Lawn, NJ
Honolulu, HI
Richmond, VA
Waterloo
Assets under management$1.12B$1.18B$1.07B
Asset growth, last 2 years+12%+28%+19%
Advisory staff101211
Individual clients606636971
Assets per client$1.9M$1.9M$1.1M
Clients per advisor615388
Main custodianSchwabSchwabNational Bank Indepdendent Network Inc.
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–31
People on Advicer.bio912–

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 PartnersThe Raelipskie Partnership
Client File Sharing
ShareFile–Uses it–
Digital Marketing
Mailchimp––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Cadinha & Co LLC: Schwab · Verus Financial Partners: Schwab · The Raelipskie Partnership: National Bank Indepdendent Network Inc.